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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 | $33,752 | $49,280-31.5% | $67,313-49.9% | $64,173-47.4% |
| Participation rate | 73.1% | 60.8%+12.3pp | 69.1%+4.0pp | 69.6%+3.5pp |
| Annual return | -7.90% | -1.39%-6.5pp | -4.08%-3.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $477 | $1,668-71.4% | $2,566-81.4% | $2,381-80.0% |
| Participant deferral / active EE | $2,393 | $2,484-3.7% | $3,568-32.9% | $3,470-31.0% |
| Admin fee / account holder | $1,312 | $3,863-66.0% | $4,507-70.9% | $4,887-73.2% |