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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 | $28,356 | $64,719-56.2% | $112,249-74.7% | $68,486-58.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.95% | -11.40%-0.6pp | 27.48%-39.4pp | -7.85%-4.1pp |
| Employer contribution / active EE | $2,183 | $2,747-20.5% | $3,636-40.0% | $2,597-15.9% |
| Participant deferral / active EE | $3,232 | $3,565-9.4% | $4,729-31.7% | $4,028-19.8% |
| Admin fee / account holder | $12,152 | $5,232+132.2% | $6,412+89.5% | $5,404+124.9% |