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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 | $8,374 | $48,267-82.7% | $68,808-87.8% | $68,486-87.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -12.90% | -12.70%-0.2pp | -6.37%-6.5pp | -7.85%-5.0pp |
| Employer contribution / active EE | $998 | $1,829-45.5% | $2,656-62.4% | $2,597-61.6% |
| Participant deferral / active EE | $1,090 | $2,867-62.0% | $3,942-72.4% | $4,028-72.9% |
| Admin fee / account holder | $2,178 | $4,362-50.1% | $4,936-55.9% | $5,404-59.7% |