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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 | $24,187 | $167,352-85.5% | $143,788-83.2% | $134,509-82.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.47% | 0.47%-14.9pp | -0.03%-14.4pp | 418.13%-432.6pp |
| Employer contribution / active EE | $2,632 | $5,620-53.2% | $4,952-46.8% | $4,741-44.5% |
| Participant deferral / active EE | $4,914 | $6,447-23.8% | $5,638-12.8% | $6,400-23.2% |
| Admin fee / account holder | $6,994 | $18,091-61.3% | $14,675-52.3% | $11,427-38.8% |