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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 | $30,879 | $69,541-55.6% | $59,899-48.4% | $135,380-77.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.29% | 7.95%-12.2pp | 3.46%-7.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $743 | $3,236-77.1% | $2,723-72.7% | $4,779-84.5% |
| Participant deferral / active EE | $1,456 | $4,206-65.4% | $3,402-57.2% | $5,609-74.0% |
| Admin fee / account holder | $960 | $5,737-83.3% | $3,592-73.3% | $10,828-91.1% |