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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 | $25,749 | $61,660-58.2% | $80,022-67.8% | $64,173-59.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.49% | -0.33%-3.2pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $408 | $1,810-77.5% | $2,468-83.5% | $2,381-82.9% |
| Participant deferral / active EE | $2,052 | $2,968-30.9% | $3,686-44.3% | $3,470-40.9% |
| Admin fee / account holder | $9,111 | $5,417+68.2% | $6,521+39.7% | $4,887+86.4% |