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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 | $25,494 | $50,947-50.0% | $74,551-65.8% | $64,173-60.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.60% | -1.85%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,381 | $1,115+113.5% | $1,961+21.4% | $2,3810% |
| Participant deferral / active EE | $3,848 | $2,302+67.2% | $3,108+23.8% | $3,470+10.9% |
| Admin fee / account holder | $9,234 | $4,221+118.8% | $5,059+82.5% | $4,887+88.9% |