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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 | $35,242 | $64,729-45.6% | $112,263-68.6% | $68,490-48.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.66% | -11.40%-7.3pp | 27.49%-46.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,633 | $2,746-4.1% | $3,636-27.6% | $2,597+1.4% |
| Participant deferral / active EE | $3,040 | $3,566-14.7% | $4,729-35.7% | $4,028-24.5% |
| Admin fee / account holder | $2,471 | $5,222-52.7% | $6,410-61.5% | $5,403-54.3% |