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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 | $41,075 | $49,280-16.6% | $67,313-39.0% | $64,173-36.0% |
| Participation rate | 76.7% | 60.8%+15.9pp | 69.1%+7.6pp | 69.6%+7.1pp |
| Annual return | -2.82% | -1.39%-1.4pp | -4.08%+1.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $317 | $1,668-81.0% | $2,566-87.6% | $2,381-86.7% |
| Participant deferral / active EE | $1,251 | $2,484-49.6% | $3,568-64.9% | $3,470-64.0% |
| Admin fee / account holder | $7,774 | $3,863+101.3% | $4,507+72.5% | $4,887+59.1% |