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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 | $34,626 | $43,344-20.1% | $59,899-42.2% | $64,173-46.0% |
| Participation rate | 95.2% | 69.2%+26.1pp | 74.7%+20.5pp | 69.6%+25.7pp |
| Annual return | -1.71% | -1.55%-0.2pp | 3.46%-5.2pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,280 | $2,547-49.8% | $3,402-62.4% | $3,470-63.1% |
| Admin fee / account holder | $803 | $3,008-73.3% | $3,592-77.7% | $4,887-83.6% |