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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 | $38,085 | $62,583-39.1% | $76,767-50.4% | $64,173-40.7% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,204 | $1,832-34.3% | $2,485-51.6% | $2,381-49.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $636 | $4,667-86.4% | $6,675-90.5% | $4,887-87.0% |