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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 | $25,829 | $54,162-52.3% | $68,612-62.4% | $64,173-59.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -0.87% | -1.62%+0.8pp | -4.63%+3.8pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,989 | $1,846+7.8% | $2,625-24.2% | $2,381-16.4% |
| Participant deferral / active EE | $1,867 | $2,626-28.9% | $3,311-43.6% | $3,470-46.2% |
| Admin fee / account holder | $12,617 | $4,029+213.2% | $5,131+145.9% | $4,887+158.2% |