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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 | $28,508 | $64,729-56.0% | $112,263-74.6% | $68,490-58.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.64% | -11.40%-4.2pp | 27.49%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,135 | $2,746-58.7% | $3,636-68.8% | $2,597-56.3% |
| Participant deferral / active EE | $2,917 | $3,566-18.2% | $4,729-38.3% | $4,028-27.6% |
| Admin fee / account holder | $1,165 | $5,222-77.7% | $6,410-81.8% | $5,403-78.4% |