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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 | $45,807 | $61,660-25.7% | $80,022-42.8% | $64,181-28.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.77% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,773 | $1,810-2.1% | $2,468-28.2% | $2,381-25.5% |
| Participant deferral / active EE | $1,912 | $2,968-35.6% | $3,686-48.1% | $3,470-44.9% |
| Admin fee / account holder | $752 | $5,417-86.1% | $6,521-88.5% | $4,887-84.6% |