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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 | $20,251 | $158,852-87.3% | $121,220-83.3% | $135,379-85.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.18% | -0.64%-5.5pp | 16.94%-23.1pp | 519.79%-526.0pp |
| Employer contribution / active EE | $1,093 | $5,666-80.7% | $4,023-72.8% | $4,779-77.1% |
| Participant deferral / active EE | $1,366 | $4,006-65.9% | $3,345-59.2% | $5,609-75.6% |
| Admin fee / account holder | $2,344 | $6,515-64.0% | $5,021-53.3% | $10,828-78.4% |