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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 | $30,649 | $73,848-58.5% | $143,799-78.7% | $68,486-55.2% |
| Participation rate | 74.4% | 66.7%+7.7pp | 80.3%-6.0pp | 67.9%+6.5pp |
| Annual return | -7.18% | 0.91%-8.1pp | -0.04%-7.1pp | -7.85%+0.7pp |
| Employer contribution / active EE | $1,354 | $3,184-57.5% | $4,952-72.7% | $2,597-47.9% |
| Participant deferral / active EE | $3,162 | $3,385-6.6% | $5,638-43.9% | $4,028-21.5% |
| Admin fee / account holder | $2,807 | $5,755-51.2% | $14,677-80.9% | $5,404-48.1% |