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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 | $37,004 | $50,947-27.4% | $74,551-50.4% | $64,173-42.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.79% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,454 | $1,115+30.3% | $1,961-25.9% | $2,381-38.9% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,464 | $4,221-65.3% | $5,059-71.1% | $4,887-70.1% |