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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 | $30,790 | $62,583-50.8% | $76,767-59.9% | $64,173-52.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.22% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $714 | $1,832-61.0% | $2,485-71.3% | $2,381-70.0% |
| Participant deferral / active EE | $1,625 | $3,145-48.3% | $3,852-57.8% | $3,470-53.2% |
| Admin fee / account holder | $11,706 | $4,667+150.8% | $6,675+75.4% | $4,887+139.5% |