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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 | $21,132 | $64,307-67.1% | $57,347-63.2% | $125,393-83.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.82% | 25.14%-27.0pp | 24.40%-26.2pp | 282.23%-284.1pp |
| Employer contribution / active EE | $1,330 | $3,193-58.3% | $2,689-50.5% | $4,866-72.7% |
| Participant deferral / active EE | $1,330 | $3,847-65.4% | $3,162-57.9% | $5,351-75.1% |
| Admin fee / account holder | $456 | $5,242-91.3% | $3,356-86.4% | $9,541-95.2% |