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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 | $32,185 | $73,848-56.4% | $143,799-77.6% | $68,486-53.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.49% | 0.91%-10.4pp | -0.04%-9.4pp | -7.85%-1.6pp |
| Employer contribution / active EE | $2,206 | $3,184-30.7% | $4,952-55.4% | $2,597-15.0% |
| Participant deferral / active EE | $2,792 | $3,385-17.5% | $5,638-50.5% | $4,028-30.7% |
| Admin fee / account holder | $3,570 | $5,755-38.0% | $14,677-75.7% | $5,404-33.9% |