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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 | $73,863-48.8% | $143,797-73.7% | $68,490-44.8% |
| Participation rate | 97.7% | 66.7%+31.1pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -0.19% | 0.91%-1.1pp | -0.04%-0.1pp | -7.85%+7.7pp |
| Employer contribution / active EE | $1,315 | $3,185-58.7% | $4,952-73.5% | $2,597-49.4% |
| Participant deferral / active EE | $5,102 | $3,385+50.7% | $5,638-9.5% | $4,028+26.7% |
| Admin fee / account holder | $562 | $5,756-90.2% | $14,679-96.2% | $5,403-89.6% |