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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 | $28,961 | $45,566-36.4% | $64,105-54.8% | $59,633-51.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.56% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $825 | $934-11.6% | $1,820-54.7% | $2,203-62.5% |
| Participant deferral / active EE | $2,658 | $2,057+29.2% | $2,822-5.8% | $3,192-16.7% |
| Admin fee / account holder | $9,367 | $3,268+186.7% | $4,499+108.2% | $4,297+118.0% |