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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 | $25,373 | $62,583-59.5% | $76,767-66.9% | $64,173-60.5% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | -6.13% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $794 | $1,832-56.7% | $2,485-68.1% | $2,381-66.7% |
| Participant deferral / active EE | $3,003 | $3,145-4.5% | $3,852-22.0% | $3,470-13.5% |
| Admin fee / account holder | $854 | $4,667-81.7% | $6,675-87.2% | $4,887-82.5% |