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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 | $29,970 | $95,188-68.5% | $76,518-60.8% | $135,380-77.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.12% | 4.85%-8.0pp | -0.27%-2.9pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,169 | $3,303-64.6% | $2,647-55.8% | $4,779-75.5% |
| Participant deferral / active EE | $1,995 | $4,640-57.0% | $3,836-48.0% | $5,609-64.4% |
| Admin fee / account holder | $356 | $6,249-94.3% | $4,849-92.7% | $10,828-96.7% |