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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 | $39,670 | $58,587-32.3% | $83,322-52.4% | $64,173-38.2% |
| Participation rate | 82.1% | 72.0%+10.1pp | 77.8%+4.3pp | 69.6%+12.5pp |
| Annual return | -3.93% | 9.65%-13.6pp | 10.64%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $383 | $2,098-81.7% | $3,379-88.7% | $2,381-83.9% |
| Participant deferral / active EE | $2,028 | $4,654-56.4% | $5,565-63.6% | $3,470-41.6% |
| Admin fee / account holder | $437 | $9,279-95.3% | $7,540-94.2% | $4,887-91.1% |