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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 | $27,057 | $72,177-62.5% | $115,038-76.5% | $59,633-54.6% |
| Participation rate | 71.7% | 72.6%-0.9pp | 81.4%-9.7pp | 68.7%+3.0pp |
| Annual return | 0.34% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,413 | $2,841-15.1% | $4,608-47.6% | $2,203+9.6% |
| Participant deferral / active EE | $4,045 | $4,783-15.4% | $6,026-32.9% | $3,192+26.7% |
| Admin fee / account holder | $1,314 | $4,927-73.3% | $8,175-83.9% | $4,297-69.4% |