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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 | $29,000 | $73,848-60.7% | $143,799-79.8% | $68,486-57.7% |
| Participation rate | 98.9% | 66.7%+32.2pp | 80.3%+18.6pp | 67.9%+31.0pp |
| Annual return | -4.96% | 0.91%-5.9pp | -0.04%-4.9pp | -7.85%+2.9pp |
| Employer contribution / active EE | $2,055 | $3,184-35.5% | $4,952-58.5% | $2,597-20.8% |
| Participant deferral / active EE | $1,205 | $3,385-64.4% | $5,638-78.6% | $4,028-70.1% |
| Admin fee / account holder | $6,408 | $5,755+11.3% | $14,677-56.3% | $5,404+18.6% |