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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 | $72,954 | $73,848-1.2% | $143,799-49.3% | $68,486+6.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.30% | 0.91%-11.2pp | -0.04%-10.3pp | -7.85%-2.4pp |
| Employer contribution / active EE | $1,813 | $3,184-43.1% | $4,952-63.4% | $2,597-30.2% |
| Participant deferral / active EE | $2,612 | $3,385-22.8% | $5,638-53.7% | $4,028-35.1% |
| Admin fee / account holder | $2,362 | $5,755-59.0% | $14,677-83.9% | $5,404-56.3% |