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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 | $19,397 | $92,219-79.0% | $76,767-74.7% | $135,380-85.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.39% | 5.46%-12.8pp | 2.43%-9.8pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,650 | $3,216-48.7% | $2,485-33.6% | $4,779-65.5% |
| Participant deferral / active EE | $1,833 | $4,508-59.3% | $3,852-52.4% | $5,609-67.3% |
| Admin fee / account holder | $2,097 | $10,749-80.5% | $6,675-68.6% | $10,828-80.6% |