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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 | $11,495 | $45,872-74.9% | $77,096-85.1% | $68,486-83.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.91% | 1.73%-21.6pp | 42.35%-62.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $888 | $1,650-46.2% | $2,814-68.5% | $2,597-65.8% |
| Participant deferral / active EE | $1,011 | $2,963-65.9% | $4,429-77.2% | $4,028-74.9% |
| Admin fee / account holder | $308 | $3,041-89.9% | $5,428-94.3% | $5,404-94.3% |