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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 | $44,983 | $73,019-38.4% | $90,766-50.4% | $68,490-34.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.42% | -13.81%-2.6pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,638 | $2,193+20.3% | $2,922-9.7% | $2,597+1.6% |
| Participant deferral / active EE | $4,876 | $3,626+34.5% | $4,565+6.8% | $4,028+21.1% |
| Admin fee / account holder | $2,592 | $5,897-56.0% | $8,446-69.3% | $5,403-52.0% |