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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 | $20,175 | $43,344-53.5% | $59,899-66.3% | $64,173-68.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.49% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,730 | $2,030+34.5% | $2,723+0.3% | $2,381+14.7% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,251 | $3,008-58.4% | $3,592-65.2% | $4,887-74.4% |