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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 | $51,525 | $43,344+18.9% | $59,899-14.0% | $64,173-19.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.43% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,373 | $2,030-32.4% | $2,723-49.6% | $2,381-42.3% |
| Participant deferral / active EE | $2,116 | $2,547-16.9% | $3,402-37.8% | $3,470-39.0% |
| Admin fee / account holder | $326 | $3,008-89.2% | $3,592-90.9% | $4,887-93.3% |