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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 | $93,574 | $73,863+26.7% | $143,797-34.9% | $68,490+36.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.76% | 0.91%-12.7pp | -0.04%-11.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $2,178 | $3,185-31.6% | $4,952-56.0% | $2,597-16.1% |
| Participant deferral / active EE | $1,182 | $3,385-65.1% | $5,638-79.0% | $4,028-70.7% |
| Admin fee / account holder | $1,086 | $5,756-81.1% | $14,679-92.6% | $5,403-79.9% |