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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 | $57,765 | $42,383+36.3% | $76,518-24.5% | $64,173-10.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.01% | -16.54%+9.5pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,658 | $1,563+6.1% | $2,647-37.4% | $2,381-30.4% |
| Participant deferral / active EE | $3,155 | $2,566+22.9% | $3,836-17.7% | $3,470-9.1% |
| Admin fee / account holder | $1,209 | $3,198-62.2% | $4,849-75.1% | $4,887-75.3% |