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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 | $38,902 | $105,866-63.3% | $90,766-57.1% | $134,545-71.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.68% | -10.99%-2.7pp | -12.16%-1.5pp | 418.37%-432.0pp |
| Employer contribution / active EE | $1,318 | $3,464-61.9% | $2,922-54.9% | $4,742-72.2% |
| Participant deferral / active EE | $2,117 | $5,217-59.4% | $4,565-53.6% | $6,401-66.9% |
| Admin fee / account holder | $12,031 | $13,938-13.7% | $8,446+42.4% | $11,431+5.3% |