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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 | $42,790 | $59,819-28.5% | $79,583-46.2% | $68,490-37.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.39% | -12.30%-3.1pp | 0.16%-15.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,302 | $1,505+52.9% | $2,414-4.6% | $2,597-11.3% |
| Participant deferral / active EE | $1,419 | $3,025-53.1% | $3,986-64.4% | $4,028-64.8% |
| Admin fee / account holder | $5,490 | $4,835+13.5% | $6,835-19.7% | $5,403+1.6% |