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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 | $43,232 | $43,344-0.3% | $59,899-27.8% | $64,173-32.6% |
| Participation rate | 88.2% | 69.2%+19.1pp | 74.7%+13.5pp | 69.6%+18.7pp |
| Annual return | -0.52% | -1.55%+1.0pp | 3.46%-4.0pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $782 | $2,547-69.3% | $3,402-77.0% | $3,470-77.4% |
| Admin fee / account holder | $1,176 | $3,008-60.9% | $3,592-67.3% | $4,887-75.9% |