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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 | $31,286 | $38,595-18.9% | $80,004-60.9% | $52,331-40.2% |
| Participation rate | 82.0% | 64.5%+17.5pp | 73.0%+9.0pp | 68.1%+13.9pp |
| Annual return | 0.57% | 2.04%-1.5pp | 7.63%-7.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $271 | $1,133-76.0% | $2,473-89.0% | $1,882-85.6% |
| Participant deferral / active EE | $1,802 | $2,318-22.3% | $3,204-43.7% | $3,022-40.4% |
| Admin fee / account holder | $2,186 | $304+618.6% | $5,033-56.6% | $592+269.6% |