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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 | $49,590 | $43,344+14.4% | $59,899-17.2% | $64,173-22.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.61% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,676 | $2,547+5.1% | $3,402-21.3% | $3,470-22.9% |
| Admin fee / account holder | $13,316 | $3,008+342.7% | $3,592+270.7% | $4,887+172.5% |