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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 | $21,644 | $43,338-50.1% | $59,887-63.9% | $64,173-66.3% |
| Participation rate | 70.0% | 69.2%+0.8pp | 74.7%-4.7pp | 69.6%+0.4pp |
| Annual return | -3.17% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $567 | $2,030-72.1% | $2,722-79.2% | $2,381-76.2% |
| Participant deferral / active EE | $1,936 | $2,547-24.0% | $3,402-43.1% | $3,470-44.2% |
| Admin fee / account holder | $5,994 | $3,007+99.3% | $3,591+66.9% | $4,887+22.6% |