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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 | $28,059 | $61,660-54.5% | $80,022-64.9% | $64,173-56.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.17% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,254 | $1,810-30.7% | $2,468-49.2% | $2,381-47.3% |
| Participant deferral / active EE | $1,425 | $2,968-52.0% | $3,686-61.3% | $3,470-58.9% |
| Admin fee / account holder | $794 | $5,417-85.3% | $6,521-87.8% | $4,887-83.8% |