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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 | $42,935 | $43,340-0.9% | $59,899-28.3% | $64,173-33.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.59% | -1.55%-2.0pp | 3.46%-7.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,798 | $2,030-11.4% | $2,723-34.0% | $2,381-24.5% |
| Participant deferral / active EE | $1,798 | $2,548-29.4% | $3,403-47.2% | $3,470-48.2% |
| Admin fee / account holder | $16,833 | $3,008+459.5% | $3,592+368.6% | $4,887+244.4% |