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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 | $32,917 | $78,694-58.2% | $67,652-51.3% | $125,389-73.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.42% | 9.46%-11.9pp | 6625.40%-6627.8pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,835 | $3,044-39.7% | $2,266-19.0% | $4,866-62.3% |
| Participant deferral / active EE | $3,073 | $4,292-28.4% | $3,560-13.7% | $5,352-42.6% |
| Admin fee / account holder | $927 | $7,403-87.5% | $4,821-80.8% | $9,541-90.3% |