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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,138 | $45,152-44.3% | $73,835-66.0% | $59,633-57.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.69% | 27.40%-28.1pp | 2268.13%-2268.8pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $526 | $1,901-72.3% | $2,788-81.1% | $2,203-76.1% |
| Participant deferral / active EE | $789 | $2,573-69.3% | $3,583-78.0% | $3,192-75.3% |
| Admin fee / account holder | $1,101 | $3,515-68.7% | $4,880-77.4% | $4,297-74.4% |