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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 | $12,133 | $43,338-72.0% | $59,887-79.7% | $64,173-81.1% |
| Participation rate | 81.8% | 69.2%+12.7pp | 74.7%+7.1pp | 69.6%+12.2pp |
| Annual return | -5.61% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,478 | $2,030-27.2% | $2,722-45.7% | $2,381-37.9% |
| Participant deferral / active EE | $1,612 | $2,547-36.7% | $3,402-52.6% | $3,470-53.6% |
| Admin fee / account holder | $2,841 | $3,007-5.5% | $3,591-20.9% | $4,887-41.9% |