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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 | $19,942 | $82,678-75.9% | $125,391-84.1% | $68,490-70.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.56% | -5.97%-1.6pp | 572.41%-580.0pp | -7.85%+0.3pp |
| Employer contribution / active EE | $2,198 | $3,382-35.0% | $4,816-54.4% | $2,597-15.4% |
| Participant deferral / active EE | $3,057 | $6,111-50.0% | $7,448-59.0% | $4,028-24.1% |
| Admin fee / account holder | $4,389 | $6,277-30.1% | $10,009-56.1% | $5,403-18.8% |