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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 | $45,835 | $78,694-41.8% | $67,652-32.2% | $125,389-63.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.29% | 9.46%-9.7pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,315 | $3,044-56.8% | $2,266-42.0% | $4,866-73.0% |
| Participant deferral / active EE | $3,114 | $4,292-27.5% | $3,560-12.5% | $5,352-41.8% |
| Admin fee / account holder | $4,932 | $7,403-33.4% | $4,821+2.3% | $9,541-48.3% |