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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 | $40,974 | $43,344-5.5% | $59,899-31.6% | $64,173-36.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.84% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,030 | $2,0300% | $2,723-25.4% | $2,381-14.7% |
| Participant deferral / active EE | $2,615 | $2,547+2.7% | $3,402-23.1% | $3,470-24.6% |
| Admin fee / account holder | $3,281 | $3,008+9.1% | $3,592-8.7% | $4,887-32.9% |