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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 | $64,271 | $42,383+51.6% | $76,518-16.0% | $64,173+0.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -3.70% | -16.54%+12.8pp | -0.27%-3.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,828 | $1,563+16.9% | $2,647-31.0% | $2,381-23.2% |
| Participant deferral / active EE | $2,960 | $2,566+15.3% | $3,836-22.8% | $3,470-14.7% |
| Admin fee / account holder | $725 | $3,198-77.3% | $4,849-85.0% | $4,887-85.2% |