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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 | $28,261 | $82,314-65.7% | $68,808-58.9% | $134,532-79.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.16% | -2.18%-12.0pp | -6.37%-7.8pp | 418.27%-432.4pp |
| Employer contribution / active EE | $2,146 | $3,301-35.0% | $2,656-19.2% | $4,741-54.7% |
| Participant deferral / active EE | $5,062 | $4,740+6.8% | $3,942+28.4% | $6,401-20.9% |
| Admin fee / account holder | $2,220 | $6,484-65.8% | $4,936-55.0% | $11,429-80.6% |