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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 | $39,598 | $73,839-46.4% | $143,788-72.5% | $68,495-42.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.92% | 1.01%-11.9pp | -0.03%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,862 | $3,184-41.5% | $4,952-62.4% | $2,596-28.3% |
| Participant deferral / active EE | $1,816 | $3,384-46.3% | $5,638-67.8% | $4,028-54.9% |
| Admin fee / account holder | $877 | $5,755-84.8% | $14,675-94.0% | $5,403-83.8% |