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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 | $41,519 | $43,344-4.2% | $59,899-30.7% | $64,173-35.3% |
| Participation rate | 80.0% | 69.2%+10.8pp | 74.7%+5.3pp | 69.6%+10.4pp |
| Annual return | -3.37% | -1.55%-1.8pp | 3.46%-6.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,565 | $2,030+124.9% | $2,723+67.7% | $2,381+91.7% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $780 | $3,008-74.1% | $3,592-78.3% | $4,887-84.0% |