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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 | $24,338 | $75,832-67.9% | $147,617-83.5% | $59,633-59.2% |
| Participation rate | 98.6% | 71.6%+27.0pp | 84.6%+14.0pp | 68.7%+29.9pp |
| Annual return | -0.24% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,778 | $3,485-20.3% | $5,564-50.1% | $2,203+26.1% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $782 | $5,986-86.9% | $11,612-93.3% | $4,297-81.8% |