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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 | $36,455 | $42,383-14.0% | $76,518-52.4% | $64,173-43.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -1.61% | -16.54%+14.9pp | -0.27%-1.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $5,565 | $1,563+256.0% | $2,647+110.2% | $2,381+133.7% |
| Participant deferral / active EE | $4,642 | $2,566+80.9% | $3,836+21.0% | $3,470+33.8% |
| Admin fee / account holder | $906 | $3,198-71.7% | $4,849-81.3% | $4,887-81.5% |