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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 | $26,352 | $82,324-68.0% | $68,803-61.7% | $134,545-80.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.43% | -2.17%-17.3pp | -6.37%-13.1pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,077 | $3,302-67.4% | $2,656-59.5% | $4,742-77.3% |
| Participant deferral / active EE | $1,939 | $4,740-59.1% | $3,942-50.8% | $6,401-69.7% |
| Admin fee / account holder | $1,898 | $6,485-70.7% | $4,936-61.6% | $11,431-83.4% |