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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 | $13,344 | $49,280-72.9% | $67,313-80.2% | $64,173-79.2% |
| Participation rate | 84.0% | 60.8%+23.2pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | 4.05% | -1.39%+5.4pp | -4.08%+8.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $1,164 | $1,668-30.2% | $2,566-54.6% | $2,381-51.1% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $799 | $3,863-79.3% | $4,507-82.3% | $4,887-83.6% |