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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 | $29,121 | $97,020-70.0% | $83,322-65.1% | $135,379-78.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | 12.31%-18.7pp | 10.64%-17.0pp | 519.79%-526.2pp |
| Employer contribution / active EE | $2,188 | $4,144-47.2% | $3,379-35.2% | $4,779-54.2% |
| Participant deferral / active EE | $9,153 | $5,964+53.5% | $5,565+64.5% | $5,609+63.2% |
| Admin fee / account holder | $10,539 | $8,426+25.1% | $7,540+39.8% | $10,828-2.7% |