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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 | $26,403 | $68,996-61.7% | $159,991-83.5% | $68,495-61.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -18.18% | -9.65%-8.5pp | 408.82%-427.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,839 | $2,212-16.9% | $4,225-56.5% | $2,596-29.2% |
| Participant deferral / active EE | $6,738 | $4,211+60.0% | $6,183+9.0% | $4,028+67.3% |
| Admin fee / account holder | $972 | $4,797-79.7% | $8,715-88.8% | $5,403-82.0% |