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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 | $45,233 | $73,019-38.1% | $90,767-50.2% | $68,494-34.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.83% | -13.81%0pp | -12.16%-1.7pp | -7.86%-6.0pp |
| Employer contribution / active EE | $1,417 | $2,193-35.4% | $2,922-51.5% | $2,597-45.4% |
| Participant deferral / active EE | $2,806 | $3,626-22.6% | $4,565-38.5% | $4,028-30.3% |
| Admin fee / account holder | $6,711 | $5,897+13.8% | $8,445-20.5% | $5,403+24.2% |