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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 | $39,383 | $78,694-50.0% | $67,652-41.8% | $125,389-68.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.27% | 9.46%-6.2pp | 6625.40%-6622.1pp | 282.24%-279.0pp |
| Employer contribution / active EE | $600 | $3,044-80.3% | $2,266-73.5% | $4,866-87.7% |
| Participant deferral / active EE | $2,644 | $4,292-38.4% | $3,560-25.7% | $5,352-50.6% |
| Admin fee / account holder | $33,326 | $7,403+350.2% | $4,821+591.3% | $9,541+249.3% |