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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 | $17,603 | $64,719-72.8% | $112,249-84.3% | $68,486-74.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.90% | -11.40%-6.5pp | 27.48%-45.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,467 | $2,747-10.2% | $3,636-32.2% | $2,597-5.0% |
| Participant deferral / active EE | $4,162 | $3,565+16.7% | $4,729-12.0% | $4,028+3.3% |
| Admin fee / account holder | $429 | $5,232-91.8% | $6,412-93.3% | $5,404-92.1% |