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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 | $24,841 | $70,002-64.5% | $115,038-78.4% | $52,331-52.5% |
| Participation rate | 71.8% | 72.1%-0.3pp | 81.4%-9.5pp | 68.1%+3.7pp |
| Annual return | -0.13% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,957 | $2,715-27.9% | $4,608-57.5% | $1,882+4.0% |
| Participant deferral / active EE | $3,929 | $4,920-20.1% | $6,026-34.8% | $3,022+30.0% |
| Admin fee / account holder | $749 | $566+32.4% | $8,175-90.8% | $592+26.6% |