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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 | $22,121 | $49,177-55.0% | $79,466-72.2% | $64,173-65.5% |
| Participation rate | 76.4% | 65.0%+11.3pp | 73.3%+3.0pp | 69.6%+6.8pp |
| Annual return | -5.60% | -1.16%-4.4pp | 718.28%-723.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,270 | $2,076-38.8% | $2,800-54.6% | $2,381-46.6% |
| Participant deferral / active EE | $2,019 | $2,821-28.4% | $3,704-45.5% | $3,470-41.8% |
| Admin fee / account holder | $5,241 | $3,839+36.5% | $5,104+2.7% | $4,887+7.2% |