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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 | $21,884 | $43,344-49.5% | $59,899-63.5% | $64,173-65.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.71% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,050 | $2,030+1.0% | $2,723-24.7% | $2,381-13.9% |
| Participant deferral / active EE | $2,993 | $2,547+17.5% | $3,402-12.0% | $3,470-13.7% |
| Admin fee / account holder | $8,535 | $3,008+183.7% | $3,592+137.6% | $4,887+74.6% |