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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 | $12,871 | $42,917-70.0% | $60,899-78.9% | $68,495-81.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.64% | -13.99%-2.7pp | 16.92%-33.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $593 | $1,979-70.0% | $2,702-78.0% | $2,596-77.1% |
| Participant deferral / active EE | $1,091 | $2,867-61.9% | $3,817-71.4% | $4,028-72.9% |
| Admin fee / account holder | $384 | $3,102-87.6% | $3,225-88.1% | $5,403-92.9% |