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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 | $51,227 | $42,383+20.9% | $76,518-33.1% | $64,173-20.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.74% | -16.54%+10.8pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,696 | $1,563+8.5% | $2,647-35.9% | $2,381-28.8% |
| Participant deferral / active EE | $2,494 | $2,566-2.8% | $3,836-35.0% | $3,470-28.1% |
| Admin fee / account holder | $917 | $3,198-71.3% | $4,849-81.1% | $4,887-81.2% |