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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 | $21,631 | $99,032-78.2% | $80,022-73.0% | $135,380-84.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.77% | 15.39%-24.2pp | 11.22%-20.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,779 | $3,043-8.7% | $2,468+12.6% | $4,779-41.9% |
| Participant deferral / active EE | $4,438 | $4,282+3.6% | $3,686+20.4% | $5,609-20.9% |
| Admin fee / account holder | $349 | $10,436-96.7% | $6,521-94.7% | $10,828-96.8% |