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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 | $19,339 | $46,360-58.3% | $147,618-86.9% | $52,331-63.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.93% | 1.62%-2.6pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,016 | $2,126-52.2% | $5,565-81.7% | $1,882-46.0% |
| Participant deferral / active EE | $2,147 | $2,258-4.9% | $4,895-56.1% | $3,022-29.0% |
| Admin fee / account holder | $1,021 | $766+33.4% | $11,612-91.2% | $592+72.6% |