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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 | $35,604 | $73,839-51.8% | $143,788-75.2% | $68,495-48.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.55% | 1.01%-14.6pp | -0.03%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,964 | $3,184+55.9% | $4,952+0.2% | $2,596+91.2% |
| Participant deferral / active EE | $5,031 | $3,384+48.6% | $5,638-10.8% | $4,028+24.9% |
| Admin fee / account holder | $1,558 | $5,755-72.9% | $14,675-89.4% | $5,403-71.2% |