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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 | $26,365 | $39,132-32.6% | $57,196-53.9% | $62,881-58.1% |
| Participation rate | 94.7% | 70.5%+24.3pp | 75.3%+19.4pp | 69.3%+25.4pp |
| Annual return | 1.89% | 9.24%-7.4pp | 14.59%-12.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,835 | $2,374+19.4% | $3,096-8.4% | $3,203-11.5% |
| Admin fee / account holder | $1,734 | $2,594-33.2% | $3,141-44.8% | $4,296-59.6% |