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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 | $48,994 | $62,583-21.7% | $76,767-36.2% | $64,173-23.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.81% | -1.95%-3.9pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,133 | $3,145+31.4% | $3,852+7.3% | $3,470+19.1% |
| Admin fee / account holder | $4,597 | $4,667-1.5% | $6,675-31.1% | $4,887-5.9% |