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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 | $39,047 | $73,848-47.1% | $143,799-72.8% | $68,486-43.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.75% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,179 | $3,184-63.0% | $4,952-76.2% | $2,597-54.6% |
| Participant deferral / active EE | $1,996 | $3,385-41.0% | $5,638-64.6% | $4,028-50.4% |
| Admin fee / account holder | $43,728 | $5,755+659.8% | $14,677+197.9% | $5,404+709.2% |