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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 | $33,109 | $81,870-59.6% | $119,622-72.3% | $68,486-51.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.97% | -23.82%+6.9pp | -14.98%-2.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,324 | $2,692-13.7% | $4,232-45.1% | $2,597-10.5% |
| Participant deferral / active EE | $5,239 | $4,148+26.3% | $5,601-6.5% | $4,028+30.1% |
| Admin fee / account holder | $3,456 | $6,583-47.5% | $10,328-66.5% | $5,404-36.0% |