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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 | $12,210 | $45,872-73.4% | $77,096-84.2% | $68,486-82.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.09% | 1.73%-15.8pp | 42.35%-56.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $618 | $1,650-62.6% | $2,814-78.1% | $2,597-76.2% |
| Participant deferral / active EE | $3,338 | $2,963+12.6% | $4,429-24.6% | $4,028-17.1% |
| Admin fee / account holder | $514 | $3,041-83.1% | $5,428-90.5% | $5,404-90.5% |