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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 | $49,583 | $54,726-9.4% | $68,793-27.9% | $64,181-22.7% |
| Participation rate | 96.3% | 68.0%+28.3pp | 72.2%+24.1pp | 69.6%+26.7pp |
| Annual return | -0.14% | -1.62%+1.5pp | -4.63%+4.5pp | 7.63%-7.8pp |
| Employer contribution / active EE | $2,886 | $1,846+56.3% | $2,625+9.9% | $2,381+21.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $14,727 | $4,027+265.7% | $5,131+187.0% | $4,887+201.3% |