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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 | $43,863 | $54,162-19.0% | $68,612-36.1% | $64,173-31.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.01% | -1.62%-1.4pp | -4.63%+1.6pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,308 | $1,846-29.1% | $2,625-50.2% | $2,381-45.1% |
| Participant deferral / active EE | $3,250 | $2,626+23.7% | $3,311-1.9% | $3,470-6.3% |
| Admin fee / account holder | $1,145 | $4,029-71.6% | $5,131-77.7% | $4,887-76.6% |