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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 | $52,808 | $43,333+21.9% | $59,883-11.8% | $64,181-17.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.81% | -1.55%-0.3pp | 3.46%-5.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,269 | $2,029-37.5% | $2,722-53.4% | $2,381-46.7% |
| Participant deferral / active EE | $1,790 | $2,547-29.7% | $3,402-47.4% | $3,470-48.4% |
| Admin fee / account holder | $4,712 | $3,006+56.7% | $3,591+31.2% | $4,887-3.6% |