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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 | $23,544 | $59,813-60.6% | $79,580-70.4% | $68,486-65.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.30% | -12.30%-3.0pp | 0.15%-15.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,921 | $1,505+27.6% | $2,413-20.4% | $2,597-26.0% |
| Participant deferral / active EE | $4,189 | $3,024+38.5% | $3,985+5.1% | $4,028+4.0% |
| Admin fee / account holder | $443 | $4,835-90.8% | $6,835-93.5% | $5,404-91.8% |