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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 | $26,445 | $127,096-79.2% | $105,736-75.0% | $135,380-80.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.93% | 4.49%-8.4pp | 6.27%-10.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,250 | $4,107-69.6% | $3,268-61.8% | $4,779-73.8% |
| Participant deferral / active EE | $1,676 | $5,064-66.9% | $4,080-58.9% | $5,609-70.1% |
| Admin fee / account holder | $12,800 | $9,087+40.9% | $6,913+85.2% | $10,828+18.2% |