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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 | $37,515 | $75,832-50.5% | $147,617-74.6% | $59,633-37.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.22% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,206 | $3,485-36.7% | $5,564-60.4% | $2,203+0.2% |
| Participant deferral / active EE | $3,870 | $3,131+23.6% | $4,895-20.9% | $3,192+21.3% |
| Admin fee / account holder | $1,166 | $5,986-80.5% | $11,612-90.0% | $4,297-72.9% |