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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 | $39,054 | $53,596-27.1% | $90,657-56.9% | $64,173-39.1% |
| Participation rate | 75.7% | 64.5%+11.2pp | 74.0%+1.7pp | 69.6%+6.1pp |
| Annual return | -7.24% | 4.41%-11.7pp | 1.89%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $307 | $1,503-79.6% | $2,532-87.9% | $2,381-87.1% |
| Participant deferral / active EE | $1,467 | $2,459-40.3% | $3,424-57.2% | $3,470-57.7% |
| Admin fee / account holder | $467 | $3,868-87.9% | $4,994-90.7% | $4,887-90.4% |