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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 | $44,772 | $53,162-15.8% | $91,225-50.9% | $68,495-34.6% |
| Participation rate | 95.5% | 63.2%+32.2pp | 73.2%+22.3pp | 67.9%+27.6pp |
| Annual return | 1.48% | -3.14%+4.6pp | 114.10%-112.6pp | -7.84%+9.3pp |
| Employer contribution / active EE | $1,515 | $1,709-11.4% | $2,851-46.9% | $2,596-41.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,076 | $4,493-53.8% | $5,422-61.7% | $5,403-61.6% |