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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 | $21,069 | $43,338-51.4% | $59,887-64.8% | $64,173-67.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.94% | -1.55%-2.4pp | 3.46%-7.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,848 | $2,030-9.0% | $2,722-32.1% | $2,381-22.4% |
| Participant deferral / active EE | $3,023 | $2,547+18.7% | $3,402-11.2% | $3,470-12.9% |
| Admin fee / account holder | $1,477 | $3,007-50.9% | $3,591-58.9% | $4,887-69.8% |