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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 | $34,931 | $62,583-44.2% | $76,767-54.5% | $64,173-45.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.62% | -1.95%-4.7pp | 2.43%-9.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,254 | $1,832+23.0% | $2,485-9.3% | $2,381-5.3% |
| Participant deferral / active EE | $3,851 | $3,145+22.5% | $3,8520% | $3,470+11.0% |
| Admin fee / account holder | $2,507 | $4,667-46.3% | $6,675-62.4% | $4,887-48.7% |