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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 | $21,875 | $43,338-49.5% | $59,887-63.5% | $64,173-65.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.22% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,893 | $2,030-6.7% | $2,722-30.5% | $2,381-20.5% |
| Participant deferral / active EE | $1,524 | $2,547-40.2% | $3,402-55.2% | $3,470-56.1% |
| Admin fee / account holder | $6,972 | $3,007+131.8% | $3,591+94.2% | $4,887+42.7% |