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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 | $60,451 | $73,848-18.1% | $143,799-58.0% | $68,486-11.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.34% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,976 | $3,184-38.0% | $4,952-60.1% | $2,597-23.9% |
| Participant deferral / active EE | $5,580 | $3,385+64.9% | $5,638-1.0% | $4,028+38.5% |
| Admin fee / account holder | $30,212 | $5,755+425.0% | $14,677+105.8% | $5,404+459.1% |