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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 | $48,028 | $73,848-35.0% | $143,799-66.6% | $68,486-29.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.33% | 0.91%-16.2pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,250 | $3,184+2.1% | $4,952-34.4% | $2,597+25.2% |
| Participant deferral / active EE | $4,871 | $3,385+43.9% | $5,638-13.6% | $4,028+20.9% |
| Admin fee / account holder | $583 | $5,755-89.9% | $14,677-96.0% | $5,404-89.2% |