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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 | $30,263 | $105,861-71.4% | $90,756-66.7% | $134,509-77.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.60% | -10.99%-0.6pp | -12.16%+0.6pp | 418.13%-429.7pp |
| Employer contribution / active EE | $1,304 | $3,463-62.4% | $2,922-55.4% | $4,741-72.5% |
| Participant deferral / active EE | $1,757 | $5,217-66.3% | $4,565-61.5% | $6,400-72.5% |
| Admin fee / account holder | $2,176 | $13,938-84.4% | $8,445-74.2% | $11,427-81.0% |