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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 | $27,050 | $61,660-56.1% | $80,022-66.2% | $64,173-57.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.65% | -0.33%-6.3pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,808 | $1,810-0.1% | $2,468-26.7% | $2,381-24.1% |
| Participant deferral / active EE | $1,864 | $2,968-37.2% | $3,686-49.4% | $3,470-46.3% |
| Admin fee / account holder | $976 | $5,417-82.0% | $6,521-85.0% | $4,887-80.0% |