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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 | $30,222 | $65,092-53.6% | $143,799-79.0% | $66,938-54.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.76% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,390 | $2,362+1.2% | $4,952-51.7% | $2,545-6.1% |
| Participant deferral / active EE | $3,788 | $2,920+29.7% | $5,638-32.8% | $4,238-10.6% |
| Admin fee / account holder | $1,132 | $502+125.3% | $14,677-92.3% | $594+90.8% |