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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 | $14,546 | $97,020-85.0% | $83,322-82.5% | $135,379-89.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.05% | 12.31%-19.4pp | 10.64%-17.7pp | 519.79%-526.8pp |
| Employer contribution / active EE | $3,127 | $4,144-24.5% | $3,379-7.5% | $4,779-34.6% |
| Participant deferral / active EE | $9,314 | $5,964+56.2% | $5,565+67.4% | $5,609+66.0% |
| Admin fee / account holder | $1,538 | $8,426-81.8% | $7,540-79.6% | $10,828-85.8% |