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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 | $90,938 | $73,848+23.1% | $143,799-36.8% | $68,486+32.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.02% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,326 | $3,184-58.4% | $4,952-73.2% | $2,597-48.9% |
| Participant deferral / active EE | $3,399 | $3,385+0.4% | $5,638-39.7% | $4,028-15.6% |
| Admin fee / account holder | $9,146 | $5,755+58.9% | $14,677-37.7% | $5,404+69.2% |