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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 | $22,416 | $54,380-58.8% | $68,509-67.3% | $59,633-62.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.04% | 2.83%-4.9pp | 8.27%-10.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $5,352 | $1,539+247.8% | $2,278+134.9% | $2,203+143.0% |
| Participant deferral / active EE | $3,809 | $2,643+44.1% | $3,382+12.6% | $3,192+19.3% |
| Admin fee / account holder | $324 | $3,885-91.7% | $5,275-93.9% | $4,297-92.5% |