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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 | $35,188 | $59,813-41.2% | $79,580-55.8% | $68,486-48.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.89% | -12.30%-2.6pp | 0.15%-15.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $5,554 | $1,505+269.0% | $2,413+130.1% | $2,597+113.9% |
| Participant deferral / active EE | $4,371 | $3,024+44.5% | $3,985+9.7% | $4,028+8.5% |
| Admin fee / account holder | $3,053 | $4,835-36.9% | $6,835-55.3% | $5,404-43.5% |