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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 | $33,696 | $73,863-54.4% | $143,797-76.6% | $68,490-50.8% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -10.05% | 0.91%-11.0pp | -0.04%-10.0pp | -7.85%-2.2pp |
| Employer contribution / active EE | $1,147 | $3,185-64.0% | $4,952-76.8% | $2,597-55.8% |
| Participant deferral / active EE | $1,396 | $3,385-58.7% | $5,638-75.2% | $4,028-65.3% |
| Admin fee / account holder | $8,100 | $5,756+40.7% | $14,679-44.8% | $5,403+49.9% |