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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 | $26,831 | $62,583-57.1% | $76,767-65.0% | $64,173-58.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.95% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,165 | $1,832+127.3% | $2,485+67.6% | $2,381+74.9% |
| Participant deferral / active EE | $3,740 | $3,145+18.9% | $3,852-2.9% | $3,470+7.8% |
| Admin fee / account holder | $6,245 | $4,667+33.8% | $6,675-6.5% | $4,887+27.8% |