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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 | $64,676 | $73,863-12.4% | $143,797-55.0% | $68,490-5.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.74% | 0.91%-14.6pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,557 | $3,185+11.7% | $4,952-28.2% | $2,597+37.0% |
| Participant deferral / active EE | $3,832 | $3,385+13.2% | $5,638-32.0% | $4,028-4.9% |
| Admin fee / account holder | $8,822 | $5,756+53.3% | $14,679-39.9% | $5,403+63.3% |