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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 | $28,915 | $43,333-33.3% | $59,883-51.7% | $64,186-55.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.09% | -1.55%-1.5pp | 3.46%-6.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,787 | $2,029-12.0% | $2,722-34.4% | $2,381-25.0% |
| Participant deferral / active EE | $2,337 | $2,547-8.2% | $3,402-31.3% | $3,470-32.6% |
| Admin fee / account holder | $3,875 | $3,006+28.9% | $3,591+7.9% | $4,888-20.7% |