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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 | $25,507 | $73,863-65.5% | $143,797-82.3% | $68,490-62.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.81% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $6,395 | $3,185+100.8% | $4,952+29.1% | $2,597+146.3% |
| Participant deferral / active EE | $2,920 | $3,385-13.7% | $5,638-48.2% | $4,028-27.5% |
| Admin fee / account holder | $899 | $5,756-84.4% | $14,679-93.9% | $5,403-83.4% |