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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 | $32,382 | $54,726-40.8% | $68,793-52.9% | $64,181-49.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.45% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $386 | $1,846-79.1% | $2,625-85.3% | $2,381-83.8% |
| Participant deferral / active EE | $2,091 | $2,626-20.4% | $3,311-36.8% | $3,470-39.7% |
| Admin fee / account holder | $2,032 | $4,027-49.6% | $5,131-60.4% | $4,887-58.4% |