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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 | $33,945 | $75,832-55.2% | $147,617-77.0% | $59,633-43.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $6,764 | $3,485+94.1% | $5,564+21.5% | $2,203+207.1% |
| Participant deferral / active EE | $4,516 | $3,131+44.3% | $4,895-7.7% | $3,192+41.5% |
| Admin fee / account holder | $648 | $5,986-89.2% | $11,612-94.4% | $4,297-84.9% |