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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 | $62,308 | $64,719-3.7% | $112,249-44.5% | $68,486-9.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.53% | -11.40%-4.1pp | 27.48%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,991 | $2,747-27.5% | $3,636-45.2% | $2,597-23.3% |
| Participant deferral / active EE | $4,434 | $3,565+24.4% | $4,729-6.2% | $4,028+10.1% |
| Admin fee / account holder | $898 | $5,232-82.8% | $6,412-86.0% | $5,404-83.4% |