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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 | $22,647 | $64,716-65.0% | $112,258-79.8% | $68,495-66.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.79% | -11.40%-4.4pp | 27.47%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,567 | $2,746-6.5% | $3,636-29.4% | $2,596-1.1% |
| Participant deferral / active EE | $4,908 | $3,565+37.7% | $4,728+3.8% | $4,028+21.9% |
| Admin fee / account holder | $2,251 | $5,232-57.0% | $6,411-64.9% | $5,403-58.3% |