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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 | $29,857 | $43,333-31.1% | $59,883-50.1% | $64,181-53.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.54% | -1.55%-1.0pp | 3.46%-6.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,163 | $2,029-42.7% | $2,722-57.3% | $2,381-51.1% |
| Participant deferral / active EE | $1,164 | $2,547-54.3% | $3,402-65.8% | $3,470-66.5% |
| Admin fee / account holder | $1,075 | $3,006-64.2% | $3,591-70.1% | $4,887-78.0% |