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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 | $22,414 | $45,152-50.4% | $73,836-69.6% | $59,633-62.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.06% | 27.40%-28.5pp | 2268.06%-2269.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $957 | $1,901-49.6% | $2,787-65.7% | $2,203-56.5% |
| Participant deferral / active EE | $2,785 | $2,573+8.2% | $3,583-22.3% | $3,192-12.7% |
| Admin fee / account holder | $906 | $3,515-74.2% | $4,882-81.4% | $4,297-78.9% |