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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 | $17,703 | $54,763-67.7% | $90,324-80.4% | $72,976-75.7% |
| Participation rate | 73.7% | 65.2%+8.5pp | 73.3%+0.4pp | 69.5%+4.2pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $429 | $2,093-79.5% | $2,856-85.0% | $2,440-82.4% |
| Participant deferral / active EE | $1,795 | $2,887-37.8% | $3,885-53.8% | $3,608-50.2% |
| Admin fee / account holder | $3,461 | $3,973-12.9% | $5,356-35.4% | $5,124-32.5% |