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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 | $20,572 | $59,819-65.6% | $79,583-74.2% | $68,490-70.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 103.84% | -12.30%+116.1pp | 0.16%+103.7pp | -7.85%+111.7pp |
| Employer contribution / active EE | $2,550 | $1,505+69.4% | $2,414+5.6% | $2,597-1.8% |
| Participant deferral / active EE | $5,628 | $3,025+86.1% | $3,986+41.2% | $4,028+39.7% |
| Admin fee / account holder | $579 | $4,835-88.0% | $6,835-91.5% | $5,403-89.3% |