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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 | $21,681 | $84,518-74.3% | $67,704-68.0% | $125,389-82.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.84% | 2.57%-5.4pp | 25.41%-28.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $795 | $3,292-75.8% | $2,559-68.9% | $4,866-83.7% |
| Participant deferral / active EE | $3,637 | $4,430-17.9% | $3,585+1.5% | $5,352-32.0% |
| Admin fee / account holder | $2,082 | $5,340-61.0% | $4,255-51.1% | $9,541-78.2% |