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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 | $36,769 | $42,383-13.2% | $76,518-51.9% | $64,173-42.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 31.03% | -16.54%+47.6pp | -0.27%+31.3pp | 7.63%+23.4pp |
| Employer contribution / active EE | $1,636 | $1,563+4.7% | $2,647-38.2% | $2,381-31.3% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,665 | $3,198-16.7% | $4,849-45.0% | $4,887-45.5% |