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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 | $45,861 | $48,267-5.0% | $68,794-33.3% | $68,495-33.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 2.89% | -12.70%+15.6pp | -6.37%+9.3pp | -7.84%+10.7pp |
| Employer contribution / active EE | $5,755 | $1,829+214.6% | $2,656+116.7% | $2,596+121.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,506 | $4,362-65.5% | $4,934-69.5% | $5,403-72.1% |