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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 | $54,995 | $42,383+29.8% | $76,518-28.1% | $64,173-14.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.70% | -16.54%+9.8pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $277 | $1,563-82.3% | $2,647-89.5% | $2,381-88.3% |
| Participant deferral / active EE | $3,676 | $2,566+43.2% | $3,836-4.2% | $3,470+5.9% |
| Admin fee / account holder | $2,131 | $3,198-33.4% | $4,849-56.0% | $4,887-56.4% |