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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 | $13,109 | $49,280-73.4% | $67,313-80.5% | $64,173-79.6% |
| Participation rate | 77.8% | 60.8%+17.0pp | 69.1%+8.7pp | 69.6%+8.2pp |
| Annual return | -4.82% | -1.39%-3.4pp | -4.08%-0.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,199 | $2,484-51.8% | $3,568-66.4% | $3,470-65.5% |
| Admin fee / account holder | $2,643 | $3,863-31.6% | $4,507-41.3% | $4,887-45.9% |