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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 | $44,648 | $73,863-39.6% | $143,797-69.0% | $68,490-34.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.50% | 0.91%-19.4pp | -0.04%-18.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,566 | $3,185-19.4% | $4,952-48.2% | $2,597-1.2% |
| Participant deferral / active EE | $2,456 | $3,385-27.4% | $5,638-56.4% | $4,028-39.0% |
| Admin fee / account holder | $761 | $5,756-86.8% | $14,679-94.8% | $5,403-85.9% |