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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 | $29,598 | $48,235-38.6% | $68,803-57.0% | $68,490-56.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 1.49% | -12.70%+14.2pp | -6.37%+7.9pp | -7.85%+9.3pp |
| Employer contribution / active EE | $2,083 | $1,829+13.9% | $2,656-21.6% | $2,597-19.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,924 | $4,361+12.9% | $4,936-0.2% | $5,403-8.9% |