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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 | $28,284 | $56,484-49.9% | $169,452-83.3% | $64,173-55.9% |
| Participation rate | 70.2% | 64.5%+5.7pp | 77.8%-7.6pp | 69.6%+0.6pp |
| Annual return | -1.40% | -1.55%+0.2pp | 1.83%-3.2pp | 7.63%-9.0pp |
| Employer contribution / active EE | $641 | $1,832-65.0% | $4,157-84.6% | $2,381-73.1% |
| Participant deferral / active EE | $2,028 | $3,448-41.2% | $5,277-61.6% | $3,470-41.6% |
| Admin fee / account holder | $1,039 | $4,174-75.1% | $9,110-88.6% | $4,887-78.7% |