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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 | $53,727 | $75,832-29.1% | $147,618-63.6% | $59,633-9.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.13% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $3,485 | $3,4850% | $5,565-37.4% | $2,203+58.2% |
| Participant deferral / active EE | $3,106 | $3,131-0.8% | $4,895-36.6% | $3,192-2.7% |
| Admin fee / account holder | $1,727 | $5,986-71.2% | $11,612-85.1% | $4,297-59.8% |