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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 | $42,563 | $61,660-31.0% | $80,022-46.8% | $64,181-33.7% |
| Participation rate | 84.6% | 71.7%+12.9pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | -7.47% | -0.33%-7.1pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $712 | $1,810-60.7% | $2,468-71.2% | $2,381-70.1% |
| Participant deferral / active EE | $5,483 | $2,968+84.8% | $3,686+48.8% | $3,470+58.0% |
| Admin fee / account holder | $464 | $5,417-91.4% | $6,521-92.9% | $4,887-90.5% |