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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 | $26,989 | $52,836-48.9% | $105,738-74.5% | $64,173-57.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -6.37% | 14.30%-20.7pp | 6.27%-12.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,222 | $1,827+21.6% | $3,268-32.0% | $2,381-6.7% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,673 | $3,959+68.6% | $6,913-3.5% | $4,887+36.5% |