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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 | $61,983 | $73,019-15.1% | $90,766-31.7% | $68,490-9.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -18.06% | -13.81%-4.3pp | -12.16%-5.9pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,655 | $2,193-24.5% | $2,922-43.3% | $2,597-36.3% |
| Participant deferral / active EE | $2,899 | $3,626-20.1% | $4,565-36.5% | $4,028-28.0% |
| Admin fee / account holder | $916 | $5,897-84.5% | $8,446-89.2% | $5,403-83.0% |