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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 | $21,968 | $58,600-62.5% | $83,327-73.6% | $64,173-65.8% |
| Participation rate | 96.0% | 72.0%+24.0pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | -7.87% | 9.66%-17.5pp | 10.64%-18.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,006 | $2,098-4.4% | $3,379-40.6% | $2,381-15.7% |
| Participant deferral / active EE | $2,827 | $4,656-39.3% | $5,565-49.2% | $3,470-18.5% |
| Admin fee / account holder | $635 | $9,282-93.2% | $7,540-91.6% | $4,887-87.0% |