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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 | $28,795 | $59,819-51.9% | $79,583-63.8% | $68,490-58.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -6.41% | -12.30%+5.9pp | 0.16%-6.6pp | -7.85%+1.4pp |
| Employer contribution / active EE | $2,713 | $1,505+80.2% | $2,414+12.4% | $2,597+4.5% |
| Participant deferral / active EE | $3,412 | $3,025+12.8% | $3,986-14.4% | $4,028-15.3% |
| Admin fee / account holder | $816 | $4,835-83.1% | $6,835-88.1% | $5,403-84.9% |