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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 | $14,777 | $75,832-80.5% | $147,617-90.0% | $59,633-75.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.77% | 0.37%-1.1pp | 61.98%-62.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $433 | $3,485-87.6% | $5,564-92.2% | $2,203-80.4% |
| Participant deferral / active EE | $1,670 | $3,131-46.6% | $4,895-65.9% | $3,192-47.7% |
| Admin fee / account holder | $456 | $5,986-92.4% | $11,612-96.1% | $4,297-89.4% |