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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 | $73,377 | $42,917+71.0% | $60,899+20.5% | $68,495+7.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.05% | -13.99%-0.1pp | 16.92%-31.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,544 | $1,979-22.0% | $2,702-42.9% | $2,596-40.5% |
| Participant deferral / active EE | $2,000 | $2,867-30.2% | $3,817-47.6% | $4,028-50.3% |
| Admin fee / account holder | $10,884 | $3,102+250.8% | $3,225+237.5% | $5,403+101.4% |