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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 | $23,316 | $52,678-55.7% | $75,784-69.2% | $59,633-60.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.49% | 2.95%-4.4pp | 9.68%-11.2pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $3,333 | $2,193+52.0% | $3,323+0.3% | $2,203+51.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,666 | $3,610-26.2% | $5,300-49.7% | $4,297-38.0% |