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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 | $15,098 | $43,338-65.2% | $59,887-74.8% | $64,173-76.5% |
| Participation rate | 71.4% | 69.2%+2.3pp | 74.7%-3.3pp | 69.6%+1.9pp |
| Annual return | -3.06% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,022 | $2,030-49.6% | $2,722-62.4% | $2,381-57.1% |
| Participant deferral / active EE | $1,052 | $2,547-58.7% | $3,402-69.1% | $3,470-69.7% |
| Admin fee / account holder | $1,005 | $3,007-66.6% | $3,591-72.0% | $4,887-79.4% |