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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 | $18,018 | $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 | -1.30% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,167 | $3,485-66.5% | $5,564-79.0% | $2,203-47.0% |
| Participant deferral / active EE | $1,724 | $3,131-44.9% | $4,895-64.8% | $3,192-46.0% |
| Admin fee / account holder | $341 | $5,986-94.3% | $11,612-97.1% | $4,297-92.1% |