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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 | $21,594 | $43,333-50.2% | $59,883-63.9% | $64,181-66.4% |
| Participation rate | 97.1% | 69.2%+28.0pp | 74.7%+22.4pp | 69.6%+27.6pp |
| Annual return | -3.76% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,022 | $2,029-49.6% | $2,722-62.5% | $2,381-57.1% |
| Participant deferral / active EE | $2,429 | $2,547-4.6% | $3,402-28.6% | $3,470-30.0% |
| Admin fee / account holder | $1,021 | $3,006-66.0% | $3,591-71.6% | $4,887-79.1% |