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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 | $46,994 | $56,339-16.6% | $104,301-54.9% | $68,486-31.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -13.46% | -9.19%-4.3pp | 24.61%-38.1pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,800 | $1,960-8.2% | $3,373-46.6% | $2,597-30.7% |
| Participant deferral / active EE | $2,583 | $3,077-16.1% | $4,626-44.2% | $4,028-35.9% |
| Admin fee / account holder | $868 | $4,902-82.3% | $7,340-88.2% | $5,404-83.9% |