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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 | $20,073 | $75,832-73.5% | $147,617-86.4% | $59,633-66.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.50% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,414 | $3,485-59.4% | $5,564-74.6% | $2,203-35.8% |
| Participant deferral / active EE | $2,586 | $3,131-17.4% | $4,895-47.2% | $3,192-19.0% |
| Admin fee / account holder | $484 | $5,986-91.9% | $11,612-95.8% | $4,297-88.7% |