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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 | $54,796 | $76,912-28.8% | $129,118-57.6% | $68,490-20.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -13.31% | -9.78%-3.5pp | -10.94%-2.4pp | -7.85%-5.5pp |
| Employer contribution / active EE | $3,301 | $3,243+1.8% | $5,051-34.6% | $2,597+27.1% |
| Participant deferral / active EE | $2,942 | $4,732-37.8% | $6,539-55.0% | $4,028-27.0% |
| Admin fee / account holder | $837 | $6,638-87.4% | $14,305-94.2% | $5,403-84.5% |