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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 | $40,318 | $76,401-47.2% | $106,387-62.1% | $64,173-37.2% |
| Participation rate | 98.3% | 73.5%+24.7pp | 77.5%+20.8pp | 69.6%+28.7pp |
| Annual return | -5.17% | -2.19%-3.0pp | 0.25%-5.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,773 | $2,680-33.9% | $3,520-49.6% | $2,381-25.5% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,858 | $4,610-38.0% | $7,510-61.9% | $4,887-41.5% |