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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 | $16,156 | $91,911-82.4% | $68,612-76.5% | $135,380-88.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.46% | -8.22%+2.8pp | -4.63%-0.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $5,417 | $3,924+38.1% | $2,625+106.4% | $4,779+13.3% |
| Participant deferral / active EE | $2,255 | $4,315-47.8% | $3,311-31.9% | $5,609-59.8% |
| Admin fee / account holder | $969 | $9,240-89.5% | $5,131-81.1% | $10,828-91.0% |