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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 | $47,853 | $72,404-33.9% | $110,243-56.6% | $64,173-25.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.52% | -6.29%+6.8pp | 314.76%-314.2pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,367 | $2,282-40.1% | $3,827-64.3% | $2,381-42.6% |
| Participant deferral / active EE | $3,820 | $3,469+10.1% | $4,672-18.2% | $3,470+10.1% |
| Admin fee / account holder | $508 | $5,664-91.0% | $8,548-94.1% | $4,887-89.6% |