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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 | $36,086 | $64,729-44.3% | $112,263-67.9% | $68,490-47.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.40% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,788 | $2,746-34.9% | $3,636-50.8% | $2,597-31.1% |
| Participant deferral / active EE | $2,997 | $3,566-15.9% | $4,729-36.6% | $4,028-25.6% |
| Admin fee / account holder | $14,593 | $5,222+179.5% | $6,410+127.7% | $5,403+170.1% |