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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 | $17,187 | $57,350-70.0% | $83,850-79.5% | $64,181-73.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.26% | 11.38%-19.6pp | 850.92%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,014 | $2,545+18.4% | $3,631-17.0% | $2,381+26.6% |
| Participant deferral / active EE | $1,633 | $2,993-45.4% | $4,082-60.0% | $3,470-52.9% |
| Admin fee / account holder | $749 | $4,046-81.5% | $5,478-86.3% | $4,887-84.7% |