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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 | $35,033 | $48,267-27.4% | $68,808-49.1% | $68,486-48.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.59% | -12.70%-3.9pp | -6.37%-10.2pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,875 | $1,829+57.2% | $2,656+8.2% | $2,597+10.7% |
| Participant deferral / active EE | $1,381 | $2,867-51.8% | $3,942-65.0% | $4,028-65.7% |
| Admin fee / account holder | $4,468 | $4,362+2.4% | $4,936-9.5% | $5,404-17.3% |