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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 | $40,766 | $49,177-17.1% | $79,466-48.7% | $64,173-36.5% |
| Participation rate | 73.1% | 65.0%+8.0pp | 73.3%-0.3pp | 69.6%+3.5pp |
| Annual return | -4.86% | -1.16%-3.7pp | 718.28%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $354 | $2,076-83.0% | $2,800-87.4% | $2,381-85.1% |
| Participant deferral / active EE | $1,581 | $2,821-44.0% | $3,704-57.3% | $3,470-54.4% |
| Admin fee / account holder | $3,854 | $3,839+0.4% | $5,104-24.5% | $4,887-21.1% |