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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 | $24,677 | $61,660-60.0% | $80,022-69.2% | $64,173-61.5% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.6%+7.4pp |
| Annual return | -7.46% | -0.33%-7.1pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,155 | $1,810-36.2% | $2,468-53.2% | $2,381-51.5% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,437 | $5,417-73.5% | $6,521-78.0% | $4,887-70.6% |