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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 | $10,864 | $69,518-84.4% | $59,883-81.9% | $135,382-92.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.39% | 7.95%-15.3pp | 3.46%-10.9pp | 519.77%-527.2pp |
| Employer contribution / active EE | $1,135 | $3,235-64.9% | $2,722-58.3% | $4,779-76.3% |
| Participant deferral / active EE | $1,221 | $4,204-71.0% | $3,402-64.1% | $5,609-78.2% |
| Admin fee / account holder | $761 | $5,734-86.7% | $3,591-78.8% | $10,829-93.0% |