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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 | $12,189 | $69,541-82.5% | $59,899-79.7% | $135,380-91.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.65% | 7.95%-12.6pp | 3.46%-8.1pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,056 | $3,236-67.4% | $2,723-61.2% | $4,779-77.9% |
| Participant deferral / active EE | $944 | $4,206-77.5% | $3,402-72.2% | $5,609-83.2% |
| Admin fee / account holder | $575 | $5,737-90.0% | $3,592-84.0% | $10,828-94.7% |