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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 | $49,875 | $71,480-30.2% | $90,782-45.1% | $64,181-22.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | 0.55% | -4.25%+4.8pp | -3.42%+4.0pp | 7.63%-7.1pp |
| Employer contribution / active EE | $5,052 | $3,415+47.9% | $4,105+23.1% | $2,381+112.2% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,607 | $6,309-74.5% | $5,908-72.8% | $4,887-67.1% |