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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 | $18,805 | $53,596-64.9% | $90,655-79.3% | $64,181-70.7% |
| Participation rate | 70.0% | 64.5%+5.5pp | 74.0%-4.0pp | 69.6%+0.4pp |
| Annual return | -6.03% | 4.41%-10.4pp | 1.89%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $759 | $1,503-49.5% | $2,532-70.0% | $2,381-68.1% |
| Participant deferral / active EE | $1,487 | $2,459-39.5% | $3,425-56.6% | $3,470-57.1% |
| Admin fee / account holder | $666 | $3,868-82.8% | $4,994-86.7% | $4,887-86.4% |