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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 | $32,780 | $127,096-74.2% | $105,736-69.0% | $135,380-75.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.67% | 4.49%-7.2pp | 6.27%-8.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $1,649 | $4,107-59.8% | $3,268-49.5% | $4,779-65.5% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,551 | $9,087-82.9% | $6,913-77.6% | $10,828-85.7% |