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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 | $14,665 | $84,518-82.6% | $67,704-78.3% | $125,389-88.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.78% | 2.57%-6.4pp | 25.41%-29.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,045 | $3,292-37.9% | $2,559-20.1% | $4,866-58.0% |
| Participant deferral / active EE | $16,229 | $4,430+266.4% | $3,585+352.7% | $5,352+203.3% |
| Admin fee / account holder | $1,492 | $5,340-72.1% | $4,255-64.9% | $9,541-84.4% |