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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 | $52,157 | $81,870-36.3% | $119,622-56.4% | $68,486-23.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 0.83% | -23.82%+24.7pp | -14.98%+15.8pp | -7.85%+8.7pp |
| Employer contribution / active EE | $2,731 | $2,692+1.4% | $4,232-35.5% | $2,597+5.2% |
| Participant deferral / active EE | $3,061 | $4,148-26.2% | $5,601-45.3% | $4,028-24.0% |
| Admin fee / account holder | $794 | $6,583-87.9% | $10,328-92.3% | $5,404-85.3% |