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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 | $42,804 | $81,870-47.7% | $119,622-64.2% | $68,486-37.5% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | 1.09% | -23.82%+24.9pp | -14.98%+16.1pp | -7.85%+8.9pp |
| Employer contribution / active EE | $3,024 | $2,692+12.4% | $4,232-28.5% | $2,597+16.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,296 | $6,583-80.3% | $10,328-87.5% | $5,404-76.0% |