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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 | $30,734 | $62,583-50.9% | $76,767-60.0% | $64,173-52.1% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $575 | $1,832-68.6% | $2,485-76.9% | $2,381-75.9% |
| Participant deferral / active EE | $1,971 | $3,145-37.3% | $3,852-48.8% | $3,470-43.2% |
| Admin fee / account holder | $1,206 | $4,667-74.2% | $6,675-81.9% | $4,887-75.3% |