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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 | $29,184 | $42,917-32.0% | $60,899-52.1% | $68,495-57.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 3.28% | -13.99%+17.3pp | 16.92%-13.6pp | -7.84%+11.1pp |
| Employer contribution / active EE | $1,141 | $1,979-42.4% | $2,702-57.8% | $2,596-56.1% |
| Participant deferral / active EE | $1,141 | $2,867-60.2% | $3,817-70.1% | $4,028-71.7% |
| Admin fee / account holder | $2,451 | $3,102-21.0% | $3,225-24.0% | $5,403-54.6% |