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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 | $15,491 | $69,541-77.7% | $59,899-74.1% | $135,380-88.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.39% | 7.95%-14.3pp | 3.46%-9.9pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,094 | $3,236-66.2% | $2,723-59.8% | $4,779-77.1% |
| Participant deferral / active EE | $1,165 | $4,206-72.3% | $3,402-65.8% | $5,609-79.2% |
| Admin fee / account holder | $433 | $5,737-92.5% | $3,592-88.0% | $10,828-96.0% |