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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 | $38,126 | $43,338-12.0% | $59,887-36.3% | $64,173-40.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.25% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,466 | $2,030+70.8% | $2,722+27.3% | $2,381+45.6% |
| Participant deferral / active EE | $2,353 | $2,547-7.6% | $3,402-30.8% | $3,470-32.2% |
| Admin fee / account holder | $509 | $3,007-83.1% | $3,591-85.8% | $4,887-89.6% |