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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 | $30,101 | $73,848-59.2% | $143,799-79.1% | $68,486-56.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.71% | 0.91%-14.6pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,389 | $3,184-25.0% | $4,952-51.8% | $2,597-8.0% |
| Participant deferral / active EE | $6,535 | $3,385+93.1% | $5,638+15.9% | $4,028+62.3% |
| Admin fee / account holder | $467 | $5,755-91.9% | $14,677-96.8% | $5,404-91.4% |