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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 | $32,397 | $71,873-54.9% | $86,698-62.6% | $68,490-52.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.83% | 3.54%-17.4pp | 35.96%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,656 | $2,173+22.2% | $2,837-6.4% | $2,597+2.3% |
| Participant deferral / active EE | $5,105 | $3,779+35.1% | $4,656+9.6% | $4,028+26.7% |
| Admin fee / account holder | $1,648 | $6,110-73.0% | $7,492-78.0% | $5,403-69.5% |