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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 | $11,667 | $73,848-84.2% | $143,799-91.9% | $68,486-83.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.78% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,417 | $3,184+7.3% | $4,952-31.0% | $2,597+31.6% |
| Participant deferral / active EE | $2,267 | $3,385-33.0% | $5,638-59.8% | $4,028-43.7% |
| Admin fee / account holder | $842 | $5,755-85.4% | $14,677-94.3% | $5,404-84.4% |