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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 | $14,060 | $45,152-68.9% | $73,836-81.0% | $59,633-76.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.11% | 27.40%-28.5pp | 2268.06%-2269.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,472 | $1,901-22.6% | $2,787-47.2% | $2,203-33.2% |
| Participant deferral / active EE | $2,241 | $2,573-12.9% | $3,583-37.4% | $3,192-29.8% |
| Admin fee / account holder | $3,558 | $3,515+1.2% | $4,882-27.1% | $4,297-17.2% |