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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 | $22,090 | $30,732-28.1% | $59,496-62.9% | $59,633-63.0% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -2.36% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,381 | $631+118.9% | $1,153+19.8% | $2,203-37.3% |
| Participant deferral / active EE | $3,365 | $1,183+184.4% | $1,829+83.9% | $3,192+5.4% |
| Admin fee / account holder | $2,982 | $2,136+39.6% | $2,232+33.6% | $4,297-30.6% |