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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 | $20,909 | $43,344-51.8% | $59,899-65.1% | $64,173-67.4% |
| Participation rate | 94.2% | 69.2%+25.1pp | 74.7%+19.5pp | 69.6%+24.7pp |
| Annual return | -3.53% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $559 | $2,030-72.5% | $2,723-79.5% | $2,381-76.5% |
| Participant deferral / active EE | $1,119 | $2,547-56.1% | $3,402-67.1% | $3,470-67.8% |
| Admin fee / account holder | $1,023 | $3,008-66.0% | $3,592-71.5% | $4,887-79.1% |