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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 | $16,824 | $42,917-60.8% | $60,899-72.4% | $68,495-75.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.49% | -13.99%+0.5pp | 16.92%-30.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,207 | $1,979+62.1% | $2,702+18.7% | $2,596+23.5% |
| Participant deferral / active EE | $1,698 | $2,867-40.8% | $3,817-55.5% | $4,028-57.8% |
| Admin fee / account holder | $688 | $3,102-77.8% | $3,225-78.7% | $5,403-87.3% |