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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 | $19,834 | $49,177-59.7% | $79,467-75.0% | $64,173-69.1% |
| Participation rate | 72.5% | 65.0%+7.4pp | 73.3%-0.9pp | 69.6%+2.9pp |
| Annual return | -4.70% | -1.16%-3.5pp | 718.30%-723.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $276 | $2,076-86.7% | $2,800-90.1% | $2,381-88.4% |
| Participant deferral / active EE | $1,824 | $2,821-35.3% | $3,704-50.8% | $3,470-47.4% |
| Admin fee / account holder | $4,706 | $3,839+22.6% | $5,104-7.8% | $4,887-3.7% |