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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 | $29,670-73.1% | $56,054-85.7% | $80,911-90.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 0.00% | 35.24%-35.2pp | 1705.95%-1705.9pp | 35.63%-35.6pp |
| Employer contribution / active EE | $935 | $670+39.7% | $1,039-10.0% | $2,756-66.1% |
| Participant deferral / active EE | $1,592 | $1,227+29.7% | $1,952-18.5% | $4,297-63.0% |
| Admin fee / account holder | $1,082 | $2,431-55.5% | $2,822-61.7% | $6,935-84.4% |