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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 | $47,227 | $39,798+18.7% | $67,704-30.2% | $59,633-20.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.19% | 89.94%-89.7pp | 25.41%-25.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $2,059 | $1,393+47.8% | $2,559-19.6% | $2,203-6.5% |
| Participant deferral / active EE | $2,249 | $2,335-3.7% | $3,585-37.3% | $3,192-29.5% |
| Admin fee / account holder | $1,102 | $3,212-65.7% | $4,255-74.1% | $4,297-74.3% |