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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 | $43,900 | $50,947-13.8% | $74,551-41.1% | $64,173-31.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.04% | -1.85%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $962 | $1,115-13.8% | $1,961-50.9% | $2,381-59.6% |
| Participant deferral / active EE | $1,075 | $2,302-53.3% | $3,108-65.4% | $3,470-69.0% |
| Admin fee / account holder | $415 | $4,221-90.2% | $5,059-91.8% | $4,887-91.5% |