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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 | $23,191 | $69,518-66.6% | $59,887-61.3% | $135,379-82.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.98% | 7.95%-9.9pp | 3.46%-5.4pp | 519.79%-521.8pp |
| Employer contribution / active EE | $2,398 | $3,235-25.9% | $2,722-11.9% | $4,779-49.8% |
| Participant deferral / active EE | $5,267 | $4,204+25.3% | $3,402+54.8% | $5,609-6.1% |
| Admin fee / account holder | $1,625 | $5,734-71.7% | $3,591-54.8% | $10,828-85.0% |