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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 | $15,242 | $75,962-79.9% | $154,108-90.1% | $64,173-76.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.50% | 30.32%-32.8pp | 735.21%-737.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $963 | $3,350-71.2% | $5,298-81.8% | $2,381-59.5% |
| Participant deferral / active EE | $2,257 | $3,175-28.9% | $5,081-55.6% | $3,470-34.9% |
| Admin fee / account holder | $1,606 | $5,589-71.3% | $13,411-88.0% | $4,887-67.1% |