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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 | $42,857 | $73,863-42.0% | $143,797-70.2% | $68,490-37.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.39% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $6,136 | $3,185+92.7% | $4,952+23.9% | $2,597+136.3% |
| Participant deferral / active EE | $2,894 | $3,385-14.5% | $5,638-48.7% | $4,028-28.2% |
| Admin fee / account holder | $1,473 | $5,756-74.4% | $14,679-90.0% | $5,403-72.7% |