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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 | $42,117 | $61,660-31.7% | $80,022-47.4% | $64,181-34.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.12% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,657 | $1,810+267.7% | $2,468+169.7% | $2,381+179.6% |
| Participant deferral / active EE | $4,615 | $2,968+55.5% | $3,686+25.2% | $3,470+33.0% |
| Admin fee / account holder | $1,526 | $5,417-71.8% | $6,521-76.6% | $4,887-68.8% |