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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 | $26,386 | $75,832-65.2% | $147,617-82.1% | $59,633-55.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.47% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $3,007 | $3,485-13.7% | $5,564-46.0% | $2,203+36.5% |
| Participant deferral / active EE | $1,641 | $3,131-47.6% | $4,895-66.5% | $3,192-48.6% |
| Admin fee / account holder | $8,312 | $5,986+38.9% | $11,612-28.4% | $4,297+93.4% |