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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 | $23,155 | $62,586-63.0% | $76,766-69.8% | $64,181-63.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.60% | -1.95%-4.7pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,481 | $1,832-19.2% | $2,485-40.4% | $2,381-37.8% |
| Participant deferral / active EE | $2,954 | $3,145-6.1% | $3,851-23.3% | $3,470-14.9% |
| Admin fee / account holder | $680 | $4,667-85.4% | $6,675-89.8% | $4,887-86.1% |