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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 | $27,608 | $42,383-34.9% | $76,518-63.9% | $64,173-57.0% |
| Participation rate | 83.1% | 58.1%+25.0pp | 68.0%+15.1pp | 69.6%+13.5pp |
| Annual return | 0.20% | -16.54%+16.7pp | -0.27%+0.5pp | 7.63%-7.4pp |
| Employer contribution / active EE | $2,575 | $1,563+64.7% | $2,647-2.7% | $2,381+8.2% |
| Participant deferral / active EE | $4,932 | $2,566+92.2% | $3,836+28.6% | $3,470+42.2% |
| Admin fee / account holder | $760 | $3,198-76.2% | $4,849-84.3% | $4,887-84.4% |