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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 | $17,923 | $73,863-75.7% | $143,797-87.5% | $68,490-73.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.38% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,019 | $3,185-36.6% | $4,952-59.2% | $2,597-22.2% |
| Participant deferral / active EE | $1,543 | $3,385-54.4% | $5,638-72.6% | $4,028-61.7% |
| Admin fee / account holder | $2,086 | $5,756-63.8% | $14,679-85.8% | $5,403-61.4% |