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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 | $36,316 | $49,280-26.3% | $67,313-46.0% | $64,173-43.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.42% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,578 | $1,668-5.4% | $2,566-38.5% | $2,381-33.7% |
| Participant deferral / active EE | $2,756 | $2,484+10.9% | $3,568-22.8% | $3,470-20.6% |
| Admin fee / account holder | $7,738 | $3,863+100.3% | $4,507+71.7% | $4,887+58.3% |