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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 | $34,545 | $64,719-46.6% | $112,249-69.2% | $68,486-49.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,001 | $2,747-27.2% | $3,636-45.0% | $2,597-23.0% |
| Participant deferral / active EE | $3,233 | $3,565-9.3% | $4,729-31.6% | $4,028-19.7% |
| Admin fee / account holder | $1,818 | $5,232-65.3% | $6,412-71.7% | $5,404-66.4% |