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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 | $47,134 | $88,707-46.9% | $74,184-36.5% | $273,972-82.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,548 | $3,159-51.0% | $2,370-34.7% | $4,869-68.2% |
| Participant deferral / active EE | $1,926 | $4,212-54.3% | $3,550-45.7% | $5,287-63.6% |
| Admin fee / account holder | $318 | $8,717-96.4% | $5,586-94.3% | $10,133-96.9% |