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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 | $19,774 | $59,819-66.9% | $79,583-75.2% | $68,490-71.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.48% | -12.30%-6.2pp | 0.16%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,921 | $1,505+94.0% | $2,414+21.0% | $2,597+12.5% |
| Participant deferral / active EE | $2,569 | $3,025-15.1% | $3,986-35.5% | $4,028-36.2% |
| Admin fee / account holder | $302 | $4,835-93.8% | $6,835-95.6% | $5,403-94.4% |