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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 | $22,343 | $59,813-62.6% | $79,580-71.9% | $68,486-67.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.34% | -12.30%-4.0pp | 0.15%-16.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,892 | $1,505+25.7% | $2,413-21.6% | $2,597-27.1% |
| Participant deferral / active EE | $3,247 | $3,024+7.4% | $3,985-18.5% | $4,028-19.4% |
| Admin fee / account holder | $2,190 | $4,835-54.7% | $6,835-68.0% | $5,404-59.5% |