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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 | $24,056 | $211,946-88.7% | $169,452-85.8% | $135,380-82.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.85% | 3.26%-9.1pp | 1.83%-7.7pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,394 | $5,117-53.2% | $4,157-42.4% | $4,779-49.9% |
| Participant deferral / active EE | $10,692 | $6,075+76.0% | $5,277+102.6% | $5,609+90.6% |
| Admin fee / account holder | $2,600 | $11,472-77.3% | $9,110-71.5% | $10,828-76.0% |