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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 | $27,323 | $62,589-56.3% | $76,768-64.4% | $64,173-57.4% |
| Participation rate | 73.3% | 72.8%+0.4pp | 77.0%-3.7pp | 69.6%+3.7pp |
| Annual return | -6.94% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $655 | $1,832-64.2% | $2,485-73.6% | $2,381-72.5% |
| Participant deferral / active EE | $1,673 | $3,145-46.8% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $609 | $4,667-86.9% | $6,675-90.9% | $4,887-87.5% |