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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 | $21,150 | $42,909-50.7% | $60,906-65.3% | $68,486-69.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.76% | -13.99%+2.2pp | 16.94%-28.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $947 | $1,979-52.1% | $2,703-64.9% | $2,597-63.5% |
| Participant deferral / active EE | $7,648 | $2,866+166.8% | $3,814+100.5% | $4,028+89.9% |
| Admin fee / account holder | $1,569 | $3,104-49.4% | $3,227-51.4% | $5,404-71.0% |