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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 | $40,359 | $75,832-46.8% | $147,617-72.7% | $59,633-32.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.48% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $5,212 | $3,485+49.6% | $5,564-6.3% | $2,203+136.6% |
| Participant deferral / active EE | $8,174 | $3,131+161.1% | $4,895+67.0% | $3,192+156.1% |
| Admin fee / account holder | $2,441 | $5,986-59.2% | $11,612-79.0% | $4,297-43.2% |