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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 | $23,736 | $95,188-75.1% | $76,518-69.0% | $135,380-82.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.80% | 4.85%-12.6pp | -0.27%-7.5pp | 519.81%-527.6pp |
| Employer contribution / active EE | $900 | $3,303-72.8% | $2,647-66.0% | $4,779-81.2% |
| Participant deferral / active EE | $2,512 | $4,640-45.9% | $3,836-34.5% | $5,609-55.2% |
| Admin fee / account holder | $2,969 | $6,249-52.5% | $4,849-38.8% | $10,828-72.6% |