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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 | $26,575 | $43,338-38.7% | $59,887-55.6% | $64,173-58.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.70% | -1.55%-2.1pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,810 | $2,030+87.7% | $2,722+39.9% | $2,381+60.0% |
| Participant deferral / active EE | $4,398 | $2,547+72.6% | $3,402+29.3% | $3,470+26.7% |
| Admin fee / account holder | $1,490 | $3,007-50.5% | $3,591-58.5% | $4,887-69.5% |