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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 | $23,140 | $26,805-13.7% | $59,496-61.1% | $52,331-55.8% |
| Participation rate | 100.0% | 39.3%+60.7pp | 54.6%+45.4pp | 68.1%+31.9pp |
| Annual return | -0.34% | 2.61%-2.9pp | 182.05%-182.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $571 | $450+26.9% | $1,153-50.5% | $1,882-69.7% |
| Participant deferral / active EE | $1,193 | $916+30.2% | $1,829-34.8% | $3,022-60.5% |
| Admin fee / account holder | $3,236 | $305+961.6% | $2,232+45.0% | $592+447.1% |