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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 | $51,198 | $62,583-18.2% | $76,767-33.3% | $64,173-20.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.59% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,276 | $1,832-30.4% | $2,485-48.7% | $2,381-46.4% |
| Participant deferral / active EE | $2,643 | $3,145-15.9% | $3,852-31.4% | $3,470-23.8% |
| Admin fee / account holder | $1,891 | $4,667-59.5% | $6,675-71.7% | $4,887-61.3% |