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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 | $24,779 | $56,484-56.1% | $169,452-85.4% | $64,173-61.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.11% | -1.55%-1.6pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,438 | $1,832-21.5% | $4,157-65.4% | $2,381-39.6% |
| Participant deferral / active EE | $1,887 | $3,448-45.3% | $5,277-64.2% | $3,470-45.6% |
| Admin fee / account holder | $5,669 | $4,174+35.8% | $9,110-37.8% | $4,887+16.0% |