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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 | $55,601 | $43,333+28.3% | $59,883-7.2% | $64,181-13.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.94% | -1.55%-0.4pp | 3.46%-5.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,724 | $2,029-15.1% | $2,722-36.7% | $2,381-27.6% |
| Participant deferral / active EE | $2,603 | $2,547+2.2% | $3,402-23.5% | $3,470-25.0% |
| Admin fee / account holder | $2,309 | $3,006-23.2% | $3,591-35.7% | $4,887-52.7% |