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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 | $49,892 | $62,589-20.3% | $76,768-35.0% | $64,173-22.3% |
| Participation rate | 86.4% | 72.8%+13.5pp | 77.0%+9.4pp | 69.6%+16.8pp |
| Annual return | -5.12% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $682 | $1,832-62.8% | $2,485-72.6% | $2,381-71.4% |
| Participant deferral / active EE | $2,169 | $3,145-31.0% | $3,852-43.7% | $3,470-37.5% |
| Admin fee / account holder | $919 | $4,667-80.3% | $6,675-86.2% | $4,887-81.2% |