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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 | $18,017 | $75,832-76.2% | $147,617-87.8% | $59,633-69.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.07% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $833 | $3,485-76.1% | $5,564-85.0% | $2,203-62.2% |
| Participant deferral / active EE | $2,118 | $3,131-32.3% | $4,895-56.7% | $3,192-33.6% |
| Admin fee / account holder | $1,100 | $5,986-81.6% | $11,612-90.5% | $4,297-74.4% |