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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 | $45,405 | $73,863-38.5% | $143,797-68.4% | $68,490-33.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.96% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,344 | $3,185-26.4% | $4,952-52.7% | $2,597-9.7% |
| Participant deferral / active EE | $2,634 | $3,385-22.2% | $5,638-53.3% | $4,028-34.6% |
| Admin fee / account holder | $3,521 | $5,756-38.8% | $14,679-76.0% | $5,403-34.8% |