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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 | $42,703 | $56,484-24.4% | $169,452-74.8% | $64,173-33.5% |
| Participation rate | 95.0% | 64.5%+30.5pp | 77.8%+17.2pp | 69.6%+25.4pp |
| Annual return | 4.69% | -1.55%+6.2pp | 1.83%+2.9pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,115 | $1,832-39.1% | $4,157-73.2% | $2,381-53.2% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,707 | $4,174-59.1% | $9,110-81.3% | $4,887-65.1% |