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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 | $43,681 | $62,589-30.2% | $76,768-43.1% | $64,173-31.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.80% | -1.95%-3.9pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $693 | $1,832-62.2% | $2,485-72.1% | $2,381-70.9% |
| Participant deferral / active EE | $2,940 | $3,145-6.5% | $3,852-23.7% | $3,470-15.3% |
| Admin fee / account holder | $1,599 | $4,667-65.7% | $6,675-76.0% | $4,887-67.3% |