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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 | $33,214 | $43,344-23.4% | $59,899-44.5% | $64,173-48.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.64% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,998 | $2,030-1.6% | $2,723-26.6% | $2,381-16.1% |
| Participant deferral / active EE | $2,507 | $2,547-1.6% | $3,402-26.3% | $3,470-27.8% |
| Admin fee / account holder | $602 | $3,008-80.0% | $3,592-83.2% | $4,887-87.7% |