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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 | $8,510 | $48,267-82.4% | $68,808-87.6% | $68,486-87.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -11.84% | -12.70%+0.9pp | -6.37%-5.5pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,674 | $1,829-8.5% | $2,656-37.0% | $2,597-35.5% |
| Participant deferral / active EE | $1,688 | $2,867-41.1% | $3,942-57.2% | $4,028-58.1% |
| Admin fee / account holder | $5,831 | $4,362+33.7% | $4,936+18.1% | $5,404+7.9% |