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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 | $15,750 | $45,152-65.1% | $73,836-78.7% | $59,633-73.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.61% | 27.40%-29.0pp | 2268.06%-2269.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $568 | $1,901-70.1% | $2,787-79.6% | $2,203-74.2% |
| Participant deferral / active EE | $2,655 | $2,573+3.2% | $3,583-25.9% | $3,192-16.8% |
| Admin fee / account holder | $401 | $3,515-88.6% | $4,882-91.8% | $4,297-90.7% |