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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 | $48,853 | $59,819-18.3% | $79,583-38.6% | $68,490-28.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.50% | -12.30%-4.2pp | 0.16%-16.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,536 | $1,505+2.0% | $2,414-36.4% | $2,597-40.9% |
| Participant deferral / active EE | $4,149 | $3,025+37.2% | $3,986+4.1% | $4,028+3.0% |
| Admin fee / account holder | $2,121 | $4,835-56.1% | $6,835-69.0% | $5,403-60.7% |