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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 | $11,091 | $82,288-86.5% | $68,794-83.9% | $134,509-91.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.27% | -2.19%-18.1pp | -6.37%-13.9pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,018 | $3,301-69.2% | $2,656-61.7% | $4,741-78.5% |
| Participant deferral / active EE | $2,939 | $4,738-38.0% | $3,941-25.4% | $6,400-54.1% |
| Admin fee / account holder | $514 | $6,482-92.1% | $4,934-89.6% | $11,427-95.5% |