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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 | $31,699 | $43,333-26.8% | $59,883-47.1% | $64,181-50.6% |
| Participation rate | 86.7% | 69.2%+17.5pp | 74.7%+12.0pp | 69.6%+17.1pp |
| Annual return | -1.51% | -1.55%0pp | 3.46%-5.0pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,197 | $2,029-41.0% | $2,722-56.0% | $2,381-49.7% |
| Participant deferral / active EE | $1,677 | $2,547-34.1% | $3,402-50.7% | $3,470-51.7% |
| Admin fee / account holder | $1,180 | $3,006-60.8% | $3,591-67.2% | $4,887-75.9% |