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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 | $10,560 | $42,910-75.4% | $60,919-82.7% | $68,490-84.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.81% | -13.99%-1.8pp | 16.96%-32.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,398 | $1,978-29.4% | $2,704-48.3% | $2,597-46.2% |
| Participant deferral / active EE | $2,117 | $2,866-26.1% | $3,814-44.5% | $4,028-47.4% |
| Admin fee / account holder | $489 | $3,104-84.2% | $3,228-84.8% | $5,403-90.9% |