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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 | $19,541 | $95,193-79.5% | $76,523-74.5% | $135,382-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.89% | 4.85%-9.7pp | -0.27%-4.6pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,151 | $3,302-65.2% | $2,647-56.5% | $4,779-75.9% |
| Participant deferral / active EE | $3,423 | $4,639-26.2% | $3,835-10.7% | $5,609-39.0% |
| Admin fee / account holder | $7,033 | $6,249+12.6% | $4,848+45.1% | $10,829-35.1% |