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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 | $22,069 | $64,729-65.9% | $112,263-80.3% | $68,490-67.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.24% | -11.40%-3.8pp | 27.49%-42.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,414 | $2,746-12.1% | $3,636-33.6% | $2,597-7.0% |
| Participant deferral / active EE | $1,953 | $3,566-45.2% | $4,729-58.7% | $4,028-51.5% |
| Admin fee / account holder | $9,653 | $5,222+84.9% | $6,410+50.6% | $5,403+78.7% |