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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 | $52,850 | $95,188-44.5% | $76,518-30.9% | $135,379-61.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.79% | 4.85%-13.6pp | -0.27%-8.5pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,372 | $3,303-58.5% | $2,647-48.2% | $4,779-71.3% |
| Participant deferral / active EE | $3,141 | $4,640-32.3% | $3,836-18.1% | $5,609-44.0% |
| Admin fee / account holder | $465 | $6,249-92.6% | $4,849-90.4% | $10,828-95.7% |