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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 | $34,208 | $73,019-53.2% | $90,766-62.3% | $68,490-50.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -10.60% | -13.81%+3.2pp | -12.16%+1.6pp | -7.85%-2.7pp |
| Employer contribution / active EE | $3,819 | $2,193+74.2% | $2,922+30.7% | $2,597+47.1% |
| Participant deferral / active EE | $2,376 | $3,626-34.5% | $4,565-47.9% | $4,028-41.0% |
| Admin fee / account holder | $3,291 | $5,897-44.2% | $8,446-61.0% | $5,403-39.1% |