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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 | $24,683 | $52,678-53.1% | $75,784-67.4% | $59,633-58.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.58% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $5,100 | $2,193+132.5% | $3,323+53.5% | $2,203+131.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,600 | $3,610-28.0% | $5,300-50.9% | $4,297-39.5% |