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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 | $13,261 | $95,917-86.2% | $79,583-83.3% | $134,545-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.84% | -2.70%-8.1pp | 0.16%-11.0pp | 418.37%-429.2pp |
| Employer contribution / active EE | $1,766 | $3,129-43.6% | $2,414-26.8% | $4,742-62.8% |
| Participant deferral / active EE | $1,809 | $4,694-61.5% | $3,986-54.6% | $6,401-71.7% |
| Admin fee / account holder | $316 | $9,132-96.5% | $6,835-95.4% | $11,431-97.2% |