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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 | $68,238 | $73,863-7.6% | $143,797-52.5% | $68,490-0.4% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -8.13% | 0.91%-9.0pp | -0.04%-8.1pp | -7.85%-0.3pp |
| Employer contribution / active EE | $1,113 | $3,185-65.1% | $4,952-77.5% | $2,597-57.1% |
| Participant deferral / active EE | $1,681 | $3,385-50.3% | $5,638-70.2% | $4,028-58.3% |
| Admin fee / account holder | $6,425 | $5,756+11.6% | $14,679-56.2% | $5,403+18.9% |