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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 | $39,148 | $50,947-23.2% | $74,549-47.5% | $64,173-39.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.41% | -1.85%+2.3pp | 32.53%-32.1pp | 7.63%-7.2pp |
| Employer contribution / active EE | $3,987 | $1,115+257.4% | $1,961+103.3% | $2,381+67.5% |
| Participant deferral / active EE | $3,612 | $2,302+57.0% | $3,108+16.2% | $3,470+4.1% |
| Admin fee / account holder | $331 | $4,221-92.2% | $5,059-93.5% | $4,887-93.2% |