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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 | $21,047 | $43,338-51.4% | $59,887-64.9% | $64,173-67.2% |
| Participation rate | 72.6% | 69.2%+3.4pp | 74.7%-2.1pp | 69.6%+3.0pp |
| Annual return | -4.81% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,377 | $2,030+17.1% | $2,722-12.7% | $2,381-0.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $827 | $3,007-72.5% | $3,591-77.0% | $4,887-83.1% |