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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 | $10,819 | $73,863-85.4% | $143,797-92.5% | $68,490-84.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.98% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,803 | $3,185-43.4% | $4,952-63.6% | $2,597-30.6% |
| Participant deferral / active EE | $2,238 | $3,385-33.9% | $5,638-60.3% | $4,028-44.4% |
| Admin fee / account holder | $3,766 | $5,756-34.6% | $14,679-74.3% | $5,403-30.3% |