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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 | $15,929 | $43,338-63.2% | $59,887-73.4% | $64,173-75.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.89% | -1.55%-3.3pp | 3.46%-8.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,760 | $2,030+35.9% | $2,722+1.4% | $2,381+15.9% |
| Participant deferral / active EE | $1,055 | $2,547-58.6% | $3,402-69.0% | $3,470-69.6% |
| Admin fee / account holder | $1,265 | $3,007-57.9% | $3,591-64.8% | $4,887-74.1% |