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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 | $19,638 | $92,219-78.7% | $76,767-74.4% | $135,380-85.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.78% | 5.46%-12.2pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,267 | $3,216-29.5% | $2,485-8.8% | $4,779-52.6% |
| Participant deferral / active EE | $7,086 | $4,508+57.2% | $3,852+84.0% | $5,609+26.3% |
| Admin fee / account holder | $3,454 | $10,749-67.9% | $6,675-48.3% | $10,828-68.1% |