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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 | $44,676 | $62,583-28.6% | $76,767-41.8% | $64,173-30.4% |
| Participation rate | 91.3% | 72.8%+18.4pp | 77.0%+14.3pp | 69.6%+21.7pp |
| Annual return | -5.57% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,718 | $3,145-13.6% | $3,852-29.4% | $3,470-21.7% |
| Admin fee / account holder | $1,035 | $4,667-77.8% | $6,675-84.5% | $4,887-78.8% |