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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 | $35,623 | $54,162-34.2% | $68,612-48.1% | $64,173-44.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.76% | -1.62%-1.1pp | -4.63%+1.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $505 | $1,846-72.6% | $2,625-80.8% | $2,381-78.8% |
| Participant deferral / active EE | $3,681 | $2,626+40.2% | $3,311+11.2% | $3,470+6.1% |
| Admin fee / account holder | $847 | $4,029-79.0% | $5,131-83.5% | $4,887-82.7% |