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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 | $138,818 | $53,596+159.0% | $90,657+53.1% | $64,173+116.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.62% | 4.41%-11.0pp | 1.89%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,732 | $1,503+15.3% | $2,532-31.6% | $2,381-27.2% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,998 | $3,868-48.3% | $4,994-60.0% | $4,887-59.1% |