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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 | $52,482 | $79,633-34.1% | $93,759-44.0% | $68,495-23.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | 0.27% | -0.10%+0.4pp | -11.33%+11.6pp | -7.84%+8.1pp |
| Employer contribution / active EE | $3,345 | $3,665-8.7% | $4,324-22.6% | $2,596+28.8% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,096-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,598 | $6,871+39.7% | $7,197+33.3% | $5,403+77.6% |