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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 | $30,208 | $127,096-76.2% | $105,736-71.4% | $135,380-77.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 4.49%-12.3pp | 6.27%-14.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $2,003 | $4,107-51.2% | $3,268-38.7% | $4,779-58.1% |
| Participant deferral / active EE | $3,361 | $5,064-33.6% | $4,080-17.6% | $5,609-40.1% |
| Admin fee / account holder | $549 | $9,087-94.0% | $6,913-92.1% | $10,828-94.9% |