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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 | $73,867-77.2% | $143,770-88.3% | $68,498-75.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.48% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,072 | $3,184-34.9% | $4,951-58.2% | $2,596-20.2% |
| Participant deferral / active EE | $1,633 | $3,384-51.8% | $5,638-71.0% | $4,027-59.5% |
| Admin fee / account holder | $909 | $5,755-84.2% | $14,673-93.8% | $5,403-83.2% |