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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 | $16,861 | $73,863-77.2% | $143,797-88.3% | $68,490-75.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.48% | 0.91%-19.4pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,072 | $3,185-34.9% | $4,952-58.2% | $2,597-20.2% |
| Participant deferral / active EE | $1,633 | $3,385-51.8% | $5,638-71.0% | $4,028-59.5% |
| Admin fee / account holder | $909 | $5,756-84.2% | $14,679-93.8% | $5,403-83.2% |