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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 | $7,992 | $29,733-73.1% | $56,025-85.7% | $80,959-90.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1712.69%-1712.7pp | 35.67%-35.7pp |
| Employer contribution / active EE | $935 | $672+39.2% | $1,042-10.2% | $2,757-66.1% |
| Participant deferral / active EE | $1,592 | $1,229+29.5% | $1,955-18.6% | $4,300-63.0% |
| Admin fee / account holder | $1,082 | $2,434-55.5% | $2,828-61.7% | $6,925-84.4% |