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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 | $33,489 | $53,596-37.5% | $90,657-63.1% | $64,173-47.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -1.07% | 4.41%-5.5pp | 1.89%-3.0pp | 7.63%-8.7pp |
| Employer contribution / active EE | $6,377 | $1,503+324.3% | $2,532+151.9% | $2,381+167.9% |
| Participant deferral / active EE | $3,457 | $2,459+40.6% | $3,424+1.0% | $3,470-0.4% |
| Admin fee / account holder | $7,782 | $3,868+101.2% | $4,994+55.8% | $4,887+59.2% |