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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 | $57,105 | $54,162+5.4% | $68,612-16.8% | $64,173-11.0% |
| Participation rate | 72.0% | 68.1%+3.9pp | 72.2%-0.2pp | 69.6%+2.4pp |
| Annual return | -0.91% | -1.62%+0.7pp | -4.63%+3.7pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,186 | $2,626-54.8% | $3,311-64.2% | $3,470-65.8% |
| Admin fee / account holder | $2,369 | $4,029-41.2% | $5,131-53.8% | $4,887-51.5% |