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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 | $27,902 | $77,817-64.1% | $123,553-77.4% | $64,173-56.5% |
| Participation rate | 75.4% | 74.7%+0.7pp | 82.3%-6.9pp | 69.6%+5.8pp |
| Annual return | -3.40% | 12.49%-15.9pp | 119.21%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $979 | $3,014-67.5% | $4,628-78.9% | $2,381-58.9% |
| Participant deferral / active EE | $4,444 | $5,240-15.2% | $6,426-30.8% | $3,470+28.1% |
| Admin fee / account holder | $2,023 | $5,519-63.3% | $9,284-78.2% | $4,887-58.6% |