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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 | $23,224 | $92,219-74.8% | $76,767-69.7% | $135,380-82.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.62% | 5.46%-9.1pp | 2.43%-6.0pp | 519.81%-523.4pp |
| Employer contribution / active EE | $1,117 | $3,216-65.3% | $2,485-55.0% | $4,779-76.6% |
| Participant deferral / active EE | $4,853 | $4,508+7.6% | $3,852+26.0% | $5,609-13.5% |
| Admin fee / account holder | $2,903 | $10,749-73.0% | $6,675-56.5% | $10,828-73.2% |