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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 | $29,260 | $71,873-59.3% | $86,698-66.3% | $68,490-57.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.30% | 3.54%-17.8pp | 35.96%-50.3pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,630 | $2,173-25.0% | $2,837-42.5% | $2,597-37.2% |
| Participant deferral / active EE | $3,338 | $3,779-11.7% | $4,656-28.3% | $4,028-17.1% |
| Admin fee / account holder | $4,108 | $6,110-32.8% | $7,492-45.2% | $5,403-24.0% |