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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 | $18,853 | $42,383-55.5% | $76,518-75.4% | $64,173-70.6% |
| Participation rate | 96.9% | 58.1%+38.7pp | 68.0%+28.9pp | 69.6%+27.3pp |
| Annual return | 3.81% | -16.54%+20.3pp | -0.27%+4.1pp | 7.63%-3.8pp |
| Employer contribution / active EE | $1,028 | $1,563-34.3% | $2,647-61.2% | $2,381-56.8% |
| Participant deferral / active EE | $1,757 | $2,566-31.5% | $3,836-54.2% | $3,470-49.4% |
| Admin fee / account holder | $1,740 | $3,198-45.6% | $4,849-64.1% | $4,887-64.4% |