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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 | $13,921 | $43,344-67.9% | $59,899-76.8% | $64,173-78.3% |
| Participation rate | 84.0% | 69.2%+14.8pp | 74.7%+9.3pp | 69.6%+14.4pp |
| Annual return | -3.30% | -1.55%-1.7pp | 3.46%-6.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,302 | $2,547+29.6% | $3,402-3.0% | $3,470-4.8% |
| Admin fee / account holder | $2,594 | $3,008-13.8% | $3,592-27.8% | $4,887-46.9% |