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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 | $43,615 | $73,019-40.3% | $90,766-51.9% | $68,490-36.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 4.81% | -13.81%+18.6pp | -12.16%+17.0pp | -7.85%+12.7pp |
| Employer contribution / active EE | $3,990 | $2,193+82.0% | $2,922+36.6% | $2,597+53.7% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,472 | $5,897-58.1% | $8,446-70.7% | $5,403-54.2% |