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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 | $28,949 | $53,596-46.0% | $90,655-68.1% | $64,181-54.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -5.60% | 4.41%-10.0pp | 1.89%-7.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,621 | $1,503+74.4% | $2,532+3.5% | $2,381+10.1% |
| Participant deferral / active EE | $1,975 | $2,459-19.7% | $3,425-42.3% | $3,470-43.1% |
| Admin fee / account holder | $1,127 | $3,868-70.9% | $4,994-77.4% | $4,887-76.9% |