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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 | $35,873 | $75,832-52.7% | $147,618-75.7% | $59,633-39.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.53% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $3,403 | $3,485-2.3% | $5,565-38.8% | $2,203+54.5% |
| Participant deferral / active EE | $3,672 | $3,131+17.3% | $4,895-25.0% | $3,192+15.1% |
| Admin fee / account holder | $594 | $5,986-90.1% | $11,612-94.9% | $4,297-86.2% |