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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 | $29,716-73.1% | $56,077-85.7% | $80,925-90.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 35.30%-35.3pp | 1709.28%-1709.3pp | 35.65%-35.6pp |
| Employer contribution / active EE | $935 | $671+39.4% | $1,040-10.1% | $2,756-66.1% |
| Participant deferral / active EE | $1,592 | $1,228+29.6% | $1,954-18.5% | $4,299-63.0% |
| Admin fee / account holder | $1,082 | $2,432-55.5% | $2,825-61.7% | $6,940-84.4% |