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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 | $9,244 | $45,872-79.8% | $77,100-88.0% | $68,490-86.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.62% | 1.73%-20.3pp | 42.35%-61.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,447 | $1,650-12.3% | $2,815-48.6% | $2,597-44.3% |
| Participant deferral / active EE | $3,129 | $2,963+5.6% | $4,430-29.4% | $4,028-22.3% |
| Admin fee / account holder | $1,137 | $3,041-62.6% | $5,443-79.1% | $5,403-79.0% |