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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 | $24,264 | $73,848-67.1% | $143,799-83.1% | $68,486-64.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.95% | 0.91%-11.9pp | -0.04%-10.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $1,058 | $3,184-66.8% | $4,952-78.6% | $2,597-59.3% |
| Participant deferral / active EE | $2,302 | $3,385-32.0% | $5,638-59.2% | $4,028-42.8% |
| Admin fee / account holder | $1,235 | $5,755-78.5% | $14,677-91.6% | $5,404-77.1% |