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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 | $13,617 | $82,288-83.5% | $68,794-80.2% | $134,509-89.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -8.46% | -2.19%-6.3pp | -6.37%-2.1pp | 418.13%-426.6pp |
| Employer contribution / active EE | $1,634 | $3,301-50.5% | $2,656-38.5% | $4,741-65.5% |
| Participant deferral / active EE | $1,676 | $4,738-64.6% | $3,941-57.5% | $6,400-73.8% |
| Admin fee / account holder | $739 | $6,482-88.6% | $4,934-85.0% | $11,427-93.5% |