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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 | $45,624 | $46,697-2.3% | $117,533-61.2% | $68,486-33.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.40% | -14.52%-1.9pp | 29.77%-46.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,661 | $1,506+10.3% | $4,179-60.3% | $2,597-36.0% |
| Participant deferral / active EE | $4,003 | $2,637+51.8% | $4,072-1.7% | $4,028-0.6% |
| Admin fee / account holder | $2,359 | $4,023-41.3% | $5,647-58.2% | $5,404-56.3% |