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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 | $36,187 | $43,338-16.5% | $59,887-39.6% | $64,173-43.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.50% | -1.55%-1.9pp | 3.46%-7.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,243 | $2,030+59.8% | $2,722+19.1% | $2,381+36.2% |
| Participant deferral / active EE | $2,406 | $2,547-5.5% | $3,402-29.3% | $3,470-30.7% |
| Admin fee / account holder | $360 | $3,007-88.0% | $3,591-90.0% | $4,887-92.6% |