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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 | $30,493 | $43,344-29.7% | $59,899-49.1% | $64,173-52.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.29% | -1.55%-0.7pp | 3.46%-5.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $513 | $2,030-74.7% | $2,723-81.2% | $2,381-78.5% |
| Participant deferral / active EE | $3,005 | $2,547+18.0% | $3,402-11.7% | $3,470-13.4% |
| Admin fee / account holder | $405 | $3,008-86.5% | $3,592-88.7% | $4,887-91.7% |