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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 | $60,401 | $73,848-18.2% | $143,799-58.0% | $68,486-11.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.34% | 0.91%-14.3pp | -0.04%-13.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,015 | $3,184-68.1% | $4,952-79.5% | $2,597-60.9% |
| Participant deferral / active EE | $2,056 | $3,385-39.3% | $5,638-63.5% | $4,028-48.9% |
| Admin fee / account holder | $34,848 | $5,755+505.5% | $14,677+137.4% | $5,404+544.9% |