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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 | $64,583 | $73,863-12.6% | $143,797-55.1% | $68,490-5.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.84% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,418 | $3,185+7.3% | $4,952-31.0% | $2,597+31.6% |
| Participant deferral / active EE | $5,967 | $3,385+76.3% | $5,638+5.8% | $4,028+48.1% |
| Admin fee / account holder | $1,095 | $5,756-81.0% | $14,679-92.5% | $5,403-79.7% |