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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 | $36,084 | $53,546-32.6% | $69,884-48.4% | $68,486-47.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.12% | -13.87%-2.3pp | 190.81%-206.9pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,131 | $2,019-44.0% | $2,560-55.8% | $2,597-56.4% |
| Participant deferral / active EE | $2,092 | $2,957-29.2% | $3,848-45.6% | $4,028-48.1% |
| Admin fee / account holder | $2,201 | $4,693-53.1% | $6,266-64.9% | $5,404-59.3% |