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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 | $41,030 | $73,848-44.4% | $143,799-71.5% | $68,486-40.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.59% | 0.91%-13.5pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,584 | $3,184-18.8% | $4,952-47.8% | $2,597-0.5% |
| Participant deferral / active EE | $2,812 | $3,385-16.9% | $5,638-50.1% | $4,028-30.2% |
| Admin fee / account holder | $1,153 | $5,755-80.0% | $14,677-92.1% | $5,404-78.7% |