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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 | $85,352 | $46,697+82.8% | $117,529-27.4% | $68,490+24.6% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -6.06% | -14.52%+8.5pp | 29.77%-35.8pp | -7.85%+1.8pp |
| Employer contribution / active EE | $1,370 | $1,506-9.0% | $4,179-67.2% | $2,597-47.2% |
| Participant deferral / active EE | $1,370 | $2,637-48.0% | $4,072-66.3% | $4,028-66.0% |
| Admin fee / account holder | $30,256 | $4,023+652.2% | $5,645+435.9% | $5,403+460.0% |