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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 | $28,848 | $62,589-53.9% | $76,768-62.4% | $64,173-55.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.64% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,508 | $1,832-17.7% | $2,485-39.3% | $2,381-36.7% |
| Participant deferral / active EE | $1,636 | $3,145-48.0% | $3,852-57.5% | $3,470-52.8% |
| Admin fee / account holder | $2,117 | $4,667-54.6% | $6,675-68.3% | $4,887-56.7% |