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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 | $53,456 | $73,848-27.6% | $143,799-62.8% | $68,486-21.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.29% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,395 | $3,184+6.6% | $4,952-31.4% | $2,597+30.8% |
| Participant deferral / active EE | $2,839 | $3,385-16.1% | $5,638-49.7% | $4,028-29.5% |
| Admin fee / account holder | $1,203 | $5,755-79.1% | $14,677-91.8% | $5,404-77.7% |