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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 | $29,513 | $91,911-67.9% | $68,612-57.0% | $135,380-78.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.69% | -8.22%+1.5pp | -4.63%-2.1pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,374 | $3,924-65.0% | $2,625-47.7% | $4,779-71.2% |
| Participant deferral / active EE | $8,098 | $4,315+87.7% | $3,311+144.6% | $5,609+44.4% |
| Admin fee / account holder | $2,738 | $9,240-70.4% | $5,131-46.6% | $10,828-74.7% |