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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 | $19,860 | $69,012-71.2% | $160,037-87.6% | $68,490-71.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.95%-409.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,979 | $2,212-10.6% | $4,226-53.2% | $2,597-23.8% |
| Participant deferral / active EE | $6,254 | $4,212+48.5% | $6,184+1.1% | $4,028+55.3% |
| Admin fee / account holder | $1,177 | $4,798-75.5% | $8,716-86.5% | $5,403-78.2% |