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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 | $32,513 | $42,910-24.2% | $60,919-46.6% | $68,490-52.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.03% | -13.99%+3.0pp | 16.96%-28.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,230 | $1,978+12.7% | $2,704-17.5% | $2,597-14.1% |
| Participant deferral / active EE | $3,125 | $2,866+9.1% | $3,814-18.1% | $4,028-22.4% |
| Admin fee / account holder | $1,277 | $3,104-58.9% | $3,228-60.4% | $5,403-76.4% |