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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 | $32,592 | $73,839-55.9% | $143,788-77.3% | $68,495-52.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.35% | 1.01%-13.4pp | -0.03%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,353 | $3,184-57.5% | $4,952-72.7% | $2,596-47.9% |
| Participant deferral / active EE | $4,160 | $3,384+22.9% | $5,638-26.2% | $4,028+3.3% |
| Admin fee / account holder | $6,253 | $5,755+8.7% | $14,675-57.4% | $5,403+15.7% |