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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 | $37,793 | $73,867-48.8% | $143,770-73.7% | $68,498-44.8% |
| Participation rate | 97.7% | 66.7%+31.1pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -0.19% | 1.01%-1.2pp | -0.04%-0.2pp | -7.84%+7.7pp |
| Employer contribution / active EE | $1,315 | $3,184-58.7% | $4,951-73.4% | $2,596-49.4% |
| Participant deferral / active EE | $5,102 | $3,384+50.7% | $5,638-9.5% | $4,027+26.7% |
| Admin fee / account holder | $562 | $5,755-90.2% | $14,673-96.2% | $5,403-89.6% |