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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 | $17,275 | $73,839-76.6% | $143,788-88.0% | $68,495-74.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.65% | 1.01%-13.7pp | -0.03%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,857 | $3,184+21.1% | $4,952-22.1% | $2,596+48.6% |
| Participant deferral / active EE | $957 | $3,384-71.7% | $5,638-83.0% | $4,028-76.2% |
| Admin fee / account holder | $3,041 | $5,755-47.2% | $14,675-79.3% | $5,403-43.7% |