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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 | $29,721 | $76,912-61.4% | $129,118-77.0% | $68,486-56.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -13.95% | -9.78%-4.2pp | -10.94%-3.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,361 | $3,243-27.2% | $5,051-53.3% | $2,597-9.1% |
| Participant deferral / active EE | $2,867 | $4,732-39.4% | $6,539-56.2% | $4,028-28.8% |
| Admin fee / account holder | $5,653 | $6,638-14.8% | $14,305-60.5% | $5,404+4.6% |