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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 | $12,963 | $95,188-86.4% | $76,518-83.1% | $135,379-90.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.97% | 4.85%-8.8pp | -0.27%-3.7pp | 519.79%-523.8pp |
| Employer contribution / active EE | $1,560 | $3,303-52.8% | $2,647-41.1% | $4,779-67.4% |
| Participant deferral / active EE | $2,295 | $4,640-50.5% | $3,836-40.2% | $5,609-59.1% |
| Admin fee / account holder | $12,173 | $6,249+94.8% | $4,849+151.1% | $10,828+12.4% |