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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 | $46,249 | $50,947-9.2% | $74,549-38.0% | $64,173-27.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.22% | -1.85%-4.4pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,097 | $1,115+88.0% | $1,961+6.9% | $2,381-11.9% |
| Participant deferral / active EE | $1,867 | $2,302-18.9% | $3,108-39.9% | $3,470-46.2% |
| Admin fee / account holder | $1,492 | $4,221-64.7% | $5,059-70.5% | $4,887-69.5% |