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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 | $29,269 | $42,383-30.9% | $76,523-61.8% | $64,181-54.4% |
| Participation rate | 77.6% | 58.1%+19.5pp | 68.0%+9.6pp | 69.6%+8.0pp |
| Annual return | 1.28% | -16.54%+17.8pp | -0.27%+1.6pp | 7.63%-6.3pp |
| Employer contribution / active EE | $7,227 | $1,563+362.3% | $2,647+173.0% | $2,381+203.5% |
| Participant deferral / active EE | $1,211 | $2,566-52.8% | $3,835-68.4% | $3,470-65.1% |
| Admin fee / account holder | $1,099 | $3,198-65.6% | $4,848-77.3% | $4,887-77.5% |