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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 | $32,437 | $53,162-39.0% | $91,225-64.4% | $68,495-52.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -15.60% | -3.14%-12.5pp | 114.10%-129.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,272 | $1,709+91.4% | $2,851+14.8% | $2,596+26.0% |
| Participant deferral / active EE | $4,983 | $2,974+67.6% | $4,234+17.7% | $4,028+23.7% |
| Admin fee / account holder | $3,941 | $4,493-12.3% | $5,422-27.3% | $5,403-27.1% |