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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 | $36,785 | $73,009-49.6% | $90,760-59.5% | $68,486-46.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.96% | -13.81%-4.2pp | -12.16%-5.8pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,071 | $2,193-51.1% | $2,922-63.3% | $2,597-58.7% |
| Participant deferral / active EE | $4,358 | $3,626+20.2% | $4,565-4.5% | $4,028+8.2% |
| Admin fee / account holder | $4,500 | $5,896-23.7% | $8,444-46.7% | $5,404-16.7% |