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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 | $92,133 | $53,162+73.3% | $91,227+1.0% | $68,490+34.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 1.88% | -3.14%+5.0pp | 114.14%-112.3pp | -7.85%+9.7pp |
| Employer contribution / active EE | $484 | $1,709-71.7% | $2,851-83.0% | $2,597-81.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,277 | $4,493-27.1% | $5,423-39.6% | $5,403-39.4% |