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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 | $46,171 | $56,339-18.0% | $104,299-55.7% | $68,490-32.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -15.34% | -9.19%-6.1pp | 24.62%-40.0pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,835 | $1,960-6.4% | $3,373-45.6% | $2,597-29.3% |
| Participant deferral / active EE | $1,921 | $3,077-37.6% | $4,626-58.5% | $4,028-52.3% |
| Admin fee / account holder | $2,080 | $4,902-57.6% | $7,339-71.7% | $5,403-61.5% |