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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 | $23,877 | $76,551-68.8% | $123,894-80.7% | $62,881-62.0% |
| Participation rate | 91.2% | 73.0%+18.2pp | 81.4%+9.8pp | 69.3%+21.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,053 | $2,882-28.8% | $4,617-55.5% | $2,281-10.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,105 | $4,826-77.1% | $8,357-86.8% | $4,296-74.3% |