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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 | $52,371 | $43,333+20.9% | $59,883-12.5% | $64,186-18.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -0.58% | -1.55%+1.0pp | 3.46%-4.0pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,188 | $2,547-14.1% | $3,402-35.7% | $3,470-36.9% |
| Admin fee / account holder | $3,184 | $3,006+5.9% | $3,591-11.3% | $4,888-34.9% |