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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 | $29,111 | $42,910-32.2% | $60,919-52.2% | $68,490-57.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.38% | -13.99%+4.6pp | 16.96%-26.3pp | -7.85%-1.5pp |
| Employer contribution / active EE | $2,843 | $1,978+43.7% | $2,704+5.2% | $2,597+9.5% |
| Participant deferral / active EE | $3,671 | $2,866+28.1% | $3,814-3.8% | $4,028-8.9% |
| Admin fee / account holder | $410 | $3,104-86.8% | $3,228-87.3% | $5,403-92.4% |