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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 | $26,222 | $73,848-64.5% | $143,799-81.8% | $68,486-61.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.33% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,260 | $3,184-29.0% | $4,952-54.4% | $2,597-13.0% |
| Participant deferral / active EE | $3,293 | $3,385-2.7% | $5,638-41.6% | $4,028-18.2% |
| Admin fee / account holder | $8,547 | $5,755+48.5% | $14,677-41.8% | $5,404+58.2% |