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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 | $36,754 | $71,873-48.9% | $86,698-57.6% | $68,490-46.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.85% | 3.54%-20.4pp | 35.96%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,938 | $2,173-10.8% | $2,837-31.7% | $2,597-25.4% |
| Participant deferral / active EE | $1,889 | $3,779-50.0% | $4,656-59.4% | $4,028-53.1% |
| Admin fee / account holder | $2,181 | $6,110-64.3% | $7,492-70.9% | $5,403-59.6% |