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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 | $43,776 | $62,583-30.1% | $76,767-43.0% | $64,173-31.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.15% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,651 | $1,832-9.9% | $2,485-33.6% | $2,381-30.6% |
| Participant deferral / active EE | $3,727 | $3,145+18.5% | $3,852-3.2% | $3,470+7.4% |
| Admin fee / account holder | $30,935 | $4,667+562.8% | $6,675+363.4% | $4,887+532.9% |