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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 | $31,885 | $75,832-58.0% | $147,617-78.4% | $59,633-46.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.17% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,623 | $3,131+47.7% | $4,895-5.6% | $3,192+44.8% |
| Admin fee / account holder | $1,225 | $5,986-79.5% | $11,612-89.4% | $4,297-71.5% |