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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 | $17,515 | $46,697-62.5% | $117,529-85.1% | $68,490-74.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -6.21% | -14.52%+8.3pp | 29.77%-36.0pp | -7.85%+1.6pp |
| Employer contribution / active EE | $1,933 | $1,506+28.4% | $4,179-53.7% | $2,597-25.6% |
| Participant deferral / active EE | $2,935 | $2,637+11.3% | $4,072-27.9% | $4,028-27.1% |
| Admin fee / account holder | $488 | $4,023-87.9% | $5,645-91.4% | $5,403-91.0% |