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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 | $31,215 | $73,863-57.7% | $143,797-78.3% | $68,490-54.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.71% | 0.91%-15.6pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,222 | $3,185-30.2% | $4,952-55.1% | $2,597-14.4% |
| Participant deferral / active EE | $3,175 | $3,385-6.2% | $5,638-43.7% | $4,028-21.2% |
| Admin fee / account holder | $3,270 | $5,756-43.2% | $14,679-77.7% | $5,403-39.5% |