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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 | $31,426 | $95,975-67.3% | $74,549-57.8% | $135,379-76.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.25% | 56.96%-56.7pp | 32.53%-32.3pp | 519.79%-519.5pp |
| Employer contribution / active EE | $1,334 | $2,716-50.9% | $1,961-32.0% | $4,779-72.1% |
| Participant deferral / active EE | $5,663 | $3,844+47.4% | $3,108+82.2% | $5,609+1.0% |
| Admin fee / account holder | $373 | $6,522-94.3% | $5,059-92.6% | $10,828-96.6% |