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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 | $21,808 | $75,832-71.2% | $147,617-85.2% | $59,633-63.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.68% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,413 | $3,485-30.8% | $5,564-56.6% | $2,203+9.5% |
| Participant deferral / active EE | $2,483 | $3,131-20.7% | $4,895-49.3% | $3,192-22.2% |
| Admin fee / account holder | $1,195 | $5,986-80.0% | $11,612-89.7% | $4,297-72.2% |