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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 | $28,524 | $71,878-60.3% | $86,698-67.1% | $68,486-58.4% |
| Participation rate | 79.6% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.7pp |
| Annual return | -1.11% | 3.53%-4.6pp | 35.95%-37.1pp | -7.85%+6.7pp |
| Employer contribution / active EE | $2,588 | $2,173+19.1% | $2,837-8.8% | $2,597-0.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,931 | $6,113-68.4% | $7,493-74.2% | $5,404-64.3% |