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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 | $26,818 | $42,383-36.7% | $76,518-65.0% | $64,173-58.2% |
| Participation rate | 71.4% | 58.1%+13.3pp | 68.0%+3.4pp | 69.6%+1.9pp |
| Annual return | 1.00% | -16.54%+17.5pp | -0.27%+1.3pp | 7.63%-6.6pp |
| Employer contribution / active EE | $566 | $1,563-63.8% | $2,647-78.6% | $2,381-76.2% |
| Participant deferral / active EE | $2,660 | $2,566+3.7% | $3,836-30.6% | $3,470-23.3% |
| Admin fee / account holder | $14,262 | $3,198+346.0% | $4,849+194.2% | $4,887+191.8% |