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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 | $23,724 | $49,280-51.9% | $67,313-64.8% | $64,181-63.0% |
| Participation rate | 72.9% | 60.8%+12.1pp | 69.1%+3.8pp | 69.6%+3.3pp |
| Annual return | -5.26% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $493 | $1,668-70.4% | $2,566-80.8% | $2,381-79.3% |
| Participant deferral / active EE | $1,327 | $2,484-46.6% | $3,568-62.8% | $3,470-61.7% |
| Admin fee / account holder | $2,119 | $3,863-45.2% | $4,507-53.0% | $4,887-56.7% |