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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 | $39,935 | $75,832-47.3% | $147,617-72.9% | $59,633-33.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.89% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,100 | $3,485-68.4% | $5,564-80.2% | $2,203-50.1% |
| Participant deferral / active EE | $3,269 | $3,131+4.4% | $4,895-33.2% | $3,192+2.4% |
| Admin fee / account holder | $3,575 | $5,986-40.3% | $11,612-69.2% | $4,297-16.8% |