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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 | $25,784 | $63,082-59.1% | $81,726-68.5% | $79,856-67.7% |
| Participation rate | 98.6% | 67.5%+31.1pp | 72.0%+26.6pp | 69.6%+29.0pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,419 | $1,795-21.0% | $4,311-67.1% | $2,471-42.6% |
| Participant deferral / active EE | $2,145 | $2,780-22.9% | $7,108-69.8% | $3,741-42.7% |
| Admin fee / account holder | $3,663 | $4,428-17.3% | $5,160-29.0% | $5,306-31.0% |