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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 | $19,906 | $105,866-81.2% | $90,766-78.1% | $134,545-85.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.66% | -10.99%-5.7pp | -12.16%-4.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,682 | $3,464-22.6% | $2,922-8.2% | $4,742-43.4% |
| Participant deferral / active EE | $5,850 | $5,217+12.1% | $4,565+28.1% | $6,401-8.6% |
| Admin fee / account holder | $906 | $13,938-93.5% | $8,446-89.3% | $11,431-92.1% |