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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 | $38,719 | $211,946-81.7% | $169,452-77.2% | $135,382-71.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.58% | 3.26%-9.8pp | 1.83%-8.4pp | 519.77%-526.4pp |
| Employer contribution / active EE | $1,467 | $5,117-71.3% | $4,157-64.7% | $4,779-69.3% |
| Participant deferral / active EE | $1,949 | $6,075-67.9% | $5,277-63.1% | $5,609-65.2% |
| Admin fee / account holder | $1,301 | $11,472-88.7% | $9,110-85.7% | $10,829-88.0% |