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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 | $22,735 | $42,917-47.0% | $60,899-62.7% | $68,495-66.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.41% | -13.99%+2.6pp | 16.92%-28.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $676 | $1,979-65.8% | $2,702-75.0% | $2,596-74.0% |
| Participant deferral / active EE | $1,532 | $2,867-46.6% | $3,817-59.9% | $4,028-62.0% |
| Admin fee / account holder | $3,021 | $3,102-2.6% | $3,225-6.3% | $5,403-44.1% |