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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 | $27,637 | $69,518-60.2% | $59,887-53.9% | $135,379-79.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.42% | 7.95%-9.4pp | 3.46%-4.9pp | 519.79%-521.2pp |
| Employer contribution / active EE | $1,959 | $3,235-39.4% | $2,722-28.1% | $4,779-59.0% |
| Participant deferral / active EE | $1,918 | $4,204-54.4% | $3,402-43.6% | $5,609-65.8% |
| Admin fee / account holder | $1,676 | $5,734-70.8% | $3,591-53.3% | $10,828-84.5% |