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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 | $26,783 | $39,798-32.7% | $67,704-60.4% | $59,633-55.1% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.73% | 89.94%-89.2pp | 25.41%-24.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,032 | $1,393-25.9% | $2,559-59.7% | $2,203-53.2% |
| Participant deferral / active EE | $3,283 | $2,335+40.6% | $3,585-8.4% | $3,192+2.9% |
| Admin fee / account holder | $1,453 | $3,212-54.8% | $4,255-65.9% | $4,297-66.2% |