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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 | $29,026 | $42,910-32.4% | $60,919-52.4% | $68,490-57.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.58% | -13.99%+3.4pp | 16.96%-27.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $2,633 | $1,978+33.1% | $2,704-2.6% | $2,597+1.4% |
| Participant deferral / active EE | $886 | $2,866-69.1% | $3,814-76.8% | $4,028-78.0% |
| Admin fee / account holder | $3,659 | $3,104+17.9% | $3,228+13.4% | $5,403-32.3% |