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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 | $19,277 | $69,518-72.3% | $59,887-67.8% | $135,379-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.02% | 7.95%-11.0pp | 3.46%-6.5pp | 519.79%-522.8pp |
| Employer contribution / active EE | $714 | $3,235-77.9% | $2,722-73.8% | $4,779-85.1% |
| Participant deferral / active EE | $730 | $4,204-82.6% | $3,402-78.5% | $5,609-87.0% |
| Admin fee / account holder | $2,915 | $5,734-49.2% | $3,591-18.8% | $10,828-73.1% |