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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 | $38,849 | $65,703-40.9% | $94,228-58.8% | $59,633-34.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.63% | 5.22%-5.8pp | 10.68%-11.3pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $9,615 | $2,021+375.9% | $3,587+168.1% | $2,203+336.5% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,594 | $4,264-15.7% | $6,269-42.7% | $4,297-16.4% |