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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 | $26,998 | $72,177-62.6% | $115,037-76.5% | $59,633-54.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.88% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $1,713 | $2,841-39.7% | $4,608-62.8% | $2,203-22.2% |
| Participant deferral / active EE | $2,569 | $4,783-46.3% | $6,026-57.4% | $3,192-19.5% |
| Admin fee / account holder | $1,456 | $4,927-70.4% | $8,175-82.2% | $4,297-66.1% |