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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 | $27,868 | $92,219-69.8% | $76,767-63.7% | $135,380-79.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.26% | 5.46%-13.7pp | 2.43%-10.7pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,330 | $3,216-27.5% | $2,485-6.2% | $4,779-51.2% |
| Participant deferral / active EE | $7,738 | $4,508+71.6% | $3,852+100.9% | $5,609+38.0% |
| Admin fee / account holder | $1,502 | $10,749-86.0% | $6,675-77.5% | $10,828-86.1% |