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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 | $28,736 | $42,910-33.0% | $60,919-52.8% | $68,490-58.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -7.57% | -13.99%+6.4pp | 16.96%-24.5pp | -7.85%+0.3pp |
| Employer contribution / active EE | $876 | $1,978-55.7% | $2,704-67.6% | $2,597-66.2% |
| Participant deferral / active EE | $1,982 | $2,866-30.8% | $3,814-48.0% | $4,028-50.8% |
| Admin fee / account holder | $7,076 | $3,104+127.9% | $3,228+119.2% | $5,403+31.0% |