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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 | $22,027 | $78,694-72.0% | $67,653-67.4% | $125,388-82.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.90% | 9.46%-11.4pp | 6625.22%-6627.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,476 | $3,044-18.6% | $2,266+9.3% | $4,866-49.1% |
| Participant deferral / active EE | $2,589 | $4,292-39.7% | $3,560-27.3% | $5,352-51.6% |
| Admin fee / account holder | $3,023 | $7,403-59.2% | $4,821-37.3% | $9,541-68.3% |