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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 | $19,291 | $48,570-60.3% | $130,660-85.2% | $72,976-73.6% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1709.29%-1709.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,512 | $1,334+13.3% | $4,092-63.0% | $2,440-38.0% |
| Participant deferral / active EE | $3,354 | $2,384+40.7% | $3,603-6.9% | $3,608-7.0% |
| Admin fee / account holder | $765 | $3,549-78.5% | $5,463-86.0% | $5,124-85.1% |