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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 | $32,601 | $77,816-58.1% | $123,552-73.6% | $64,173-49.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.46% | 12.49%-19.9pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,899 | $3,014-37.0% | $4,628-59.0% | $2,381-20.3% |
| Participant deferral / active EE | $2,503 | $5,240-52.2% | $6,426-61.1% | $3,470-27.9% |
| Admin fee / account holder | $1,066 | $5,519-80.7% | $9,285-88.5% | $4,887-78.2% |