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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 | $27,363 | $73,839-62.9% | $143,788-81.0% | $68,495-60.1% |
| Participation rate | 97.8% | 66.7%+31.2pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -12.59% | 1.01%-13.6pp | -0.03%-12.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,057 | $3,184-35.4% | $4,952-58.5% | $2,596-20.8% |
| Participant deferral / active EE | $4,583 | $3,384+35.4% | $5,638-18.7% | $4,028+13.8% |
| Admin fee / account holder | $18,252 | $5,755+217.2% | $14,675+24.4% | $5,403+237.8% |