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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 | $22,067 | $82,324-73.2% | $68,803-67.9% | $134,545-83.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.55% | -2.17%-17.4pp | -6.37%-13.2pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,037 | $3,302-68.6% | $2,656-61.0% | $4,742-78.1% |
| Participant deferral / active EE | $8,649 | $4,740+82.5% | $3,942+119.4% | $6,401+35.1% |
| Admin fee / account holder | $392 | $6,485-94.0% | $4,936-92.1% | $11,431-96.6% |