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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 | $54,513 | $73,863-26.2% | $143,797-62.1% | $68,490-20.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.99% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,671 | $3,185-47.5% | $4,952-66.3% | $2,597-35.7% |
| Participant deferral / active EE | $4,469 | $3,385+32.0% | $5,638-20.7% | $4,028+10.9% |
| Admin fee / account holder | $15,729 | $5,756+173.3% | $14,679+7.2% | $5,403+191.1% |