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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 | $39,067 | $64,729-39.6% | $112,263-65.2% | $68,490-43.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -5.12% | -11.40%+6.3pp | 27.49%-32.6pp | -7.85%+2.7pp |
| Employer contribution / active EE | $2,052 | $2,746-25.3% | $3,636-43.6% | $2,597-21.0% |
| Participant deferral / active EE | $3,344 | $3,566-6.2% | $4,729-29.3% | $4,028-17.0% |
| Admin fee / account holder | $26,965 | $5,222+416.4% | $6,410+320.6% | $5,403+399.1% |