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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 | $38,902 | $105,861-63.3% | $90,756-57.1% | $134,509-71.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.68% | -10.99%-2.7pp | -12.16%-1.5pp | 418.13%-431.8pp |
| Employer contribution / active EE | $1,318 | $3,463-61.9% | $2,922-54.9% | $4,741-72.2% |
| Participant deferral / active EE | $2,117 | $5,217-59.4% | $4,565-53.6% | $6,400-66.9% |
| Admin fee / account holder | $12,031 | $13,938-13.7% | $8,445+42.5% | $11,427+5.3% |