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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 | $52,588 | $43,344+21.3% | $59,899-12.2% | $64,173-18.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.28% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $663 | $2,030-67.3% | $2,723-75.7% | $2,381-72.2% |
| Participant deferral / active EE | $5,092 | $2,547+99.9% | $3,402+49.7% | $3,470+46.8% |
| Admin fee / account holder | $2,628 | $3,008-12.6% | $3,592-26.8% | $4,887-46.2% |