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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 | $44,718 | $54,162-17.4% | $68,612-34.8% | $64,173-30.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.83% | -1.62%-1.2pp | -4.63%+1.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,208 | $1,846+19.6% | $2,625-15.9% | $2,381-7.3% |
| Participant deferral / active EE | $2,756 | $2,626+4.9% | $3,311-16.8% | $3,470-20.6% |
| Admin fee / account holder | $13,479 | $4,029+234.6% | $5,131+162.7% | $4,887+175.8% |