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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 | $35,409 | $71,873-50.7% | $86,698-59.2% | $68,490-48.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.47% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,878 | $2,173-13.6% | $2,837-33.8% | $2,597-27.7% |
| Participant deferral / active EE | $3,129 | $3,779-17.2% | $4,656-32.8% | $4,028-22.3% |
| Admin fee / account holder | $895 | $6,110-85.4% | $7,492-88.1% | $5,403-83.4% |