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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 | $34,085 | $43,338-21.4% | $59,887-43.1% | $64,173-46.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.04% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,836 | $2,030+39.7% | $2,722+4.2% | $2,381+19.1% |
| Participant deferral / active EE | $3,670 | $2,547+44.0% | $3,402+7.9% | $3,470+5.8% |
| Admin fee / account holder | $2,877 | $3,007-4.3% | $3,591-19.9% | $4,887-41.1% |