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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 | $14,047 | $69,541-79.8% | $59,899-76.5% | $135,380-89.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.84% | 7.95%-12.8pp | 3.46%-8.3pp | 519.81%-524.6pp |
| Employer contribution / active EE | $844 | $3,236-73.9% | $2,723-69.0% | $4,779-82.3% |
| Participant deferral / active EE | $907 | $4,206-78.4% | $3,402-73.3% | $5,609-83.8% |
| Admin fee / account holder | $585 | $5,737-89.8% | $3,592-83.7% | $10,828-94.6% |