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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 | $35,447 | $48,267-26.6% | $68,794-48.5% | $68,495-48.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 4.31% | -12.70%+17.0pp | -6.37%+10.7pp | -7.84%+12.2pp |
| Employer contribution / active EE | $926 | $1,829-49.4% | $2,656-65.1% | $2,596-64.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,454 | $4,362+25.0% | $4,934+10.5% | $5,403+0.9% |