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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 | $14,869 | $45,152-67.1% | $73,836-79.9% | $59,633-75.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.64% | 27.40%-28.0pp | 2268.06%-2268.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $2,741 | $1,901+44.2% | $2,787-1.7% | $2,203+24.5% |
| Participant deferral / active EE | $1,000 | $2,573-61.1% | $3,583-72.1% | $3,192-68.7% |
| Admin fee / account holder | $950 | $3,515-73.0% | $4,882-80.5% | $4,297-77.9% |