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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 | $24,819 | $158,852-84.4% | $121,220-79.5% | $135,380-81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.82% | -0.64%-8.2pp | 16.94%-25.8pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,918 | $5,666-66.2% | $4,023-52.3% | $4,779-59.9% |
| Participant deferral / active EE | $2,209 | $4,006-44.9% | $3,345-34.0% | $5,609-60.6% |
| Admin fee / account holder | $2,549 | $6,515-60.9% | $5,021-49.2% | $10,828-76.5% |