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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 | $27,482 | $73,839-62.8% | $143,788-80.9% | $68,495-59.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.89% | 1.01%-12.9pp | -0.03%-11.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,447 | $3,184-54.6% | $4,952-70.8% | $2,596-44.3% |
| Participant deferral / active EE | $3,180 | $3,384-6.0% | $5,638-43.6% | $4,028-21.0% |
| Admin fee / account holder | $8,685 | $5,755+50.9% | $14,675-40.8% | $5,403+60.7% |