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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 | $34,620 | $73,839-53.1% | $143,788-75.9% | $68,495-49.5% |
| Participation rate | 83.6% | 66.7%+16.9pp | 80.3%+3.2pp | 67.9%+15.7pp |
| Annual return | -17.33% | 1.01%-18.3pp | -0.03%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $999 | $3,184-68.6% | $4,952-79.8% | $2,596-61.5% |
| Participant deferral / active EE | $2,429 | $3,384-28.2% | $5,638-56.9% | $4,028-39.7% |
| Admin fee / account holder | $4,243 | $5,755-26.3% | $14,675-71.1% | $5,403-21.5% |