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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 | $58,094 | $73,863-21.3% | $143,797-59.6% | $68,490-15.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -7.01% | 0.91%-7.9pp | -0.04%-7.0pp | -7.85%+0.8pp |
| Employer contribution / active EE | $3,168 | $3,185-0.5% | $4,952-36.0% | $2,597+22.0% |
| Participant deferral / active EE | $2,886 | $3,385-14.7% | $5,638-48.8% | $4,028-28.3% |
| Admin fee / account holder | $2,644 | $5,756-54.1% | $14,679-82.0% | $5,403-51.1% |