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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 | $63,999 | $56,484+13.3% | $169,452-62.2% | $64,173-0.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -0.48% | -1.55%+1.1pp | 1.83%-2.3pp | 7.63%-8.1pp |
| Employer contribution / active EE | $2,000 | $1,832+9.1% | $4,157-51.9% | $2,381-16.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $559 | $4,174-86.6% | $9,110-93.9% | $4,887-88.6% |