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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 | $58,345 | $73,863-21.0% | $143,797-59.4% | $68,490-14.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.29% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,755 | $3,185-13.5% | $4,952-44.4% | $2,597+6.1% |
| Participant deferral / active EE | $2,517 | $3,385-25.6% | $5,638-55.4% | $4,028-37.5% |
| Admin fee / account holder | $4,452 | $5,756-22.7% | $14,679-69.7% | $5,403-17.6% |