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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 | $18,224 | $64,719-71.8% | $112,249-83.8% | $68,486-73.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.95% | -11.40%-2.6pp | 27.48%-41.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $8,057 | $2,747+193.3% | $3,636+121.6% | $2,597+210.3% |
| Participant deferral / active EE | $3,581 | $3,565+0.4% | $4,729-24.3% | $4,028-11.1% |
| Admin fee / account holder | $464 | $5,232-91.1% | $6,412-92.8% | $5,404-91.4% |