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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 | $12,630 | $84,518-85.1% | $67,704-81.3% | $125,389-89.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.64% | 2.57%-3.2pp | 25.41%-26.0pp | 282.24%-282.9pp |
| Employer contribution / active EE | $843 | $3,292-74.4% | $2,559-67.1% | $4,866-82.7% |
| Participant deferral / active EE | $2,100 | $4,430-52.6% | $3,585-41.4% | $5,352-60.8% |
| Admin fee / account holder | $955 | $5,340-82.1% | $4,255-77.5% | $9,541-90.0% |