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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 | $15,392 | $48,235-68.1% | $68,803-77.6% | $68,490-77.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -10.04% | -12.70%+2.7pp | -6.37%-3.7pp | -7.85%-2.2pp |
| Employer contribution / active EE | $2,027 | $1,829+10.8% | $2,656-23.7% | $2,597-22.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,923 | $4,361+12.9% | $4,936-0.3% | $5,403-8.9% |