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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 | $27,854 | $75,832-63.3% | $147,617-81.1% | $59,633-53.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.45% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,084 | $3,131+30.4% | $4,895-16.6% | $3,192+27.9% |
| Admin fee / account holder | $2,715 | $5,986-54.6% | $11,612-76.6% | $4,297-36.8% |