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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 | $30,950 | $73,863-58.1% | $143,797-78.5% | $68,490-54.8% |
| Participation rate | 73.7% | 66.7%+7.0pp | 80.3%-6.6pp | 67.9%+5.8pp |
| Annual return | -14.84% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,007 | $3,185-37.0% | $4,952-59.5% | $2,597-22.7% |
| Participant deferral / active EE | $2,977 | $3,385-12.0% | $5,638-47.2% | $4,028-26.1% |
| Admin fee / account holder | $835 | $5,756-85.5% | $14,679-94.3% | $5,403-84.5% |