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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 | $66,682 | $75,832-12.1% | $147,617-54.8% | $59,633+11.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.27% | 0.37%-0.6pp | 61.98%-62.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $5,289 | $3,485+51.8% | $5,564-5.0% | $2,203+140.1% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,711 | $5,986-71.4% | $11,612-85.3% | $4,297-60.2% |