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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 | $26,527 | $73,863-64.1% | $143,797-81.6% | $68,490-61.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.73% | 0.91%-7.6pp | -0.04%-6.7pp | -7.85%+1.1pp |
| Employer contribution / active EE | $1,410 | $3,185-55.7% | $4,952-71.5% | $2,597-45.7% |
| Participant deferral / active EE | $1,412 | $3,385-58.3% | $5,638-75.0% | $4,028-64.9% |
| Admin fee / account holder | $776 | $5,756-86.5% | $14,679-94.7% | $5,403-85.6% |