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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 | $21,459 | $82,324-73.9% | $68,803-68.8% | $134,545-84.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.86% | -2.17%-7.7pp | -6.37%-3.5pp | 418.37%-428.2pp |
| Employer contribution / active EE | $2,003 | $3,302-39.3% | $2,656-24.6% | $4,742-57.8% |
| Participant deferral / active EE | $5,052 | $4,740+6.6% | $3,942+28.2% | $6,401-21.1% |
| Admin fee / account holder | $2,469 | $6,485-61.9% | $4,936-50.0% | $11,431-78.4% |