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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 | $46,517 | $50,947-8.7% | $74,551-37.6% | $64,173-27.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.71% | -1.85%-3.9pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,801 | $1,115+61.5% | $1,961-8.2% | $2,381-24.4% |
| Participant deferral / active EE | $1,421 | $2,302-38.2% | $3,108-54.3% | $3,470-59.0% |
| Admin fee / account holder | $8,498 | $4,221+101.3% | $5,059+68.0% | $4,887+73.9% |