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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 | $17,074 | $73,848-76.9% | $143,799-88.1% | $68,486-75.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.84% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $903 | $3,184-71.6% | $4,952-81.8% | $2,597-65.2% |
| Participant deferral / active EE | $3,817 | $3,385+12.8% | $5,638-32.3% | $4,028-5.2% |
| Admin fee / account holder | $2,372 | $5,755-58.8% | $14,677-83.8% | $5,404-56.1% |