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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 | $20,856 | $48,267-56.8% | $68,808-69.7% | $68,486-69.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -19.57% | -12.70%-6.9pp | -6.37%-13.2pp | -7.85%-11.7pp |
| Employer contribution / active EE | $5,828 | $1,829+218.6% | $2,656+119.4% | $2,597+124.4% |
| Participant deferral / active EE | $3,795 | $2,867+32.4% | $3,942-3.7% | $4,028-5.8% |
| Admin fee / account holder | $959 | $4,362-78.0% | $4,936-80.6% | $5,404-82.3% |