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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 | $19,810 | $82,674-76.0% | $125,381-84.2% | $68,486-71.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.21% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,173 | $3,382-65.3% | $4,815-75.6% | $2,597-54.8% |
| Participant deferral / active EE | $3,404 | $6,111-44.3% | $7,448-54.3% | $4,028-15.5% |
| Admin fee / account holder | $2,356 | $6,277-62.5% | $10,007-76.5% | $5,404-56.4% |