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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 | $18,181 | $43,344-58.1% | $59,899-69.6% | $64,173-71.7% |
| Participation rate | 72.7% | 69.2%+3.6pp | 74.7%-2.0pp | 69.6%+3.2pp |
| Annual return | -5.28% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,185 | $2,547-53.5% | $3,402-65.2% | $3,470-65.9% |
| Admin fee / account holder | $4,201 | $3,008+39.6% | $3,592+16.9% | $4,887-14.1% |