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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 | $40,416 | $73,839-45.3% | $143,788-71.9% | $68,495-41.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.87% | 1.01%-18.9pp | -0.03%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,568 | $3,184+43.5% | $4,952-7.7% | $2,596+75.9% |
| Participant deferral / active EE | $3,971 | $3,384+17.3% | $5,638-29.6% | $4,028-1.4% |
| Admin fee / account holder | $1,993 | $5,755-65.4% | $14,675-86.4% | $5,403-63.1% |