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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 | $56,795 | $58,587-3.1% | $83,322-31.8% | $64,173-11.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.16% | 9.65%-13.8pp | 10.64%-14.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,212 | $2,098+53.1% | $3,379-4.9% | $2,381+34.9% |
| Participant deferral / active EE | $3,212 | $4,654-31.0% | $5,565-42.3% | $3,470-7.4% |
| Admin fee / account holder | $645 | $9,279-93.1% | $7,540-91.4% | $4,887-86.8% |