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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 | $36,141 | $39,798-9.2% | $67,704-46.6% | $59,633-39.4% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.06% | 89.94%-89.9pp | 25.41%-25.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $3,064 | $1,393+119.9% | $2,559+19.7% | $2,203+39.1% |
| Participant deferral / active EE | $8,815 | $2,335+277.5% | $3,585+145.9% | $3,192+176.2% |
| Admin fee / account holder | $945 | $3,212-70.6% | $4,255-77.8% | $4,297-78.0% |