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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 | $57,966 | $73,863-21.5% | $143,797-59.7% | $68,490-15.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.18% | 0.91%-15.1pp | -0.04%-14.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,588 | $3,185+44.1% | $4,952-7.3% | $2,597+76.7% |
| Participant deferral / active EE | $3,221 | $3,385-4.8% | $5,638-42.9% | $4,028-20.0% |
| Admin fee / account holder | $3,146 | $5,756-45.3% | $14,679-78.6% | $5,403-41.8% |