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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 | $24,196 | $73,848-67.2% | $143,799-83.2% | $68,486-64.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.45% | 0.91%-15.4pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,683 | $3,184-47.2% | $4,952-66.0% | $2,597-35.2% |
| Participant deferral / active EE | $4,025 | $3,385+18.9% | $5,638-28.6% | $4,028-0.1% |
| Admin fee / account holder | $2,267 | $5,755-60.6% | $14,677-84.6% | $5,404-58.0% |