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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 | $19,787 | $40,275-50.9% | $57,356-65.5% | $59,633-66.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.22% | 27.52%-28.7pp | 24.41%-25.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $889 | $1,921-53.7% | $2,689-66.9% | $2,203-59.6% |
| Participant deferral / active EE | $1,289 | $2,400-46.3% | $3,162-59.2% | $3,192-59.6% |
| Admin fee / account holder | $3,140 | $2,820+11.3% | $3,357-6.5% | $4,297-26.9% |