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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 | $23,984 | $82,324-70.9% | $68,803-65.1% | $134,545-82.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.83% | -2.17%-8.7pp | -6.37%-4.5pp | 418.37%-429.2pp |
| Employer contribution / active EE | $1,060 | $3,302-67.9% | $2,656-60.1% | $4,742-77.6% |
| Participant deferral / active EE | $1,188 | $4,740-74.9% | $3,942-69.9% | $6,401-81.4% |
| Admin fee / account holder | $2,500 | $6,485-61.4% | $4,936-49.3% | $11,431-78.1% |