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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 | $34,427 | $64,716-46.8% | $112,258-69.3% | $68,495-49.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.05% | -11.40%-5.6pp | 27.47%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,078 | $2,746-24.4% | $3,636-42.9% | $2,596-20.0% |
| Participant deferral / active EE | $4,347 | $3,565+21.9% | $4,728-8.1% | $4,028+7.9% |
| Admin fee / account holder | $2,752 | $5,232-47.4% | $6,411-57.1% | $5,403-49.1% |