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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 | $37,987 | $49,280-22.9% | $67,313-43.6% | $64,173-40.8% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.1%+0.9pp | 69.6%+0.4pp |
| Annual return | -3.93% | -1.39%-2.5pp | -4.08%+0.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $885 | $1,668-46.9% | $2,566-65.5% | $2,381-62.8% |
| Participant deferral / active EE | $2,195 | $2,484-11.6% | $3,568-38.5% | $3,470-36.7% |
| Admin fee / account holder | $5,827 | $3,863+50.9% | $4,507+29.3% | $4,887+19.2% |