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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 | $19,046 | $75,832-74.9% | $147,617-87.1% | $59,633-68.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.60% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,626 | $3,485-53.3% | $5,564-70.8% | $2,203-26.2% |
| Participant deferral / active EE | $1,459 | $3,131-53.4% | $4,895-70.2% | $3,192-54.3% |
| Admin fee / account holder | $3,274 | $5,986-45.3% | $11,612-71.8% | $4,297-23.8% |