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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 | $21,157 | $69,541-69.6% | $59,899-64.7% | $135,380-84.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.55% | 7.95%-13.5pp | 3.46%-9.0pp | 519.81%-525.4pp |
| Employer contribution / active EE | $623 | $3,236-80.8% | $2,723-77.1% | $4,779-87.0% |
| Participant deferral / active EE | $1,639 | $4,206-61.0% | $3,402-51.8% | $5,609-70.8% |
| Admin fee / account holder | $6,904 | $5,737+20.3% | $3,592+92.2% | $10,828-36.2% |