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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 | $52,688 | $73,848-28.7% | $143,799-63.4% | $68,486-23.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.35% | 0.91%-19.3pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,707 | $3,184-15.0% | $4,952-45.3% | $2,597+4.2% |
| Participant deferral / active EE | $3,761 | $3,385+11.1% | $5,638-33.3% | $4,028-6.6% |
| Admin fee / account holder | $344 | $5,755-94.0% | $14,677-97.7% | $5,404-93.6% |