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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 | $213,948 | $61,660+247.0% | $80,022+167.4% | $64,173+233.4% |
| Participation rate | 70.6% | 71.7%-1.1pp | 75.8%-5.2pp | 69.6%+1.0pp |
| Annual return | -3.70% | -0.33%-3.4pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,477 | $2,968+118.3% | $3,686+75.7% | $3,470+86.7% |
| Admin fee / account holder | $414 | $5,417-92.4% | $6,521-93.7% | $4,887-91.5% |