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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 | $26,235 | $105,866-75.2% | $90,766-71.1% | $134,545-80.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.24% | -10.99%-2.3pp | -12.16%-1.1pp | 418.37%-431.6pp |
| Employer contribution / active EE | $2,316 | $3,464-33.1% | $2,922-20.7% | $4,742-51.2% |
| Participant deferral / active EE | $5,110 | $5,217-2.1% | $4,565+11.9% | $6,401-20.2% |
| Admin fee / account holder | $313 | $13,938-97.8% | $8,446-96.3% | $11,431-97.3% |