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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 | $30,520 | $73,848-58.7% | $143,799-78.8% | $68,486-55.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.53% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,813 | $3,184-11.7% | $4,952-43.2% | $2,597+8.3% |
| Participant deferral / active EE | $3,567 | $3,385+5.4% | $5,638-36.7% | $4,028-11.4% |
| Admin fee / account holder | $3,005 | $5,755-47.8% | $14,677-79.5% | $5,404-44.4% |