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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 | $32,562 | $50,947-36.1% | $74,549-56.3% | $64,173-49.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.32% | -1.85%-1.5pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $980 | $1,115-12.1% | $1,961-50.0% | $2,381-58.8% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $747 | $4,221-82.3% | $5,059-85.2% | $4,887-84.7% |