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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 | $15,934 | $53,127-70.0% | $86,597-81.6% | $70,131-77.3% |
| Participation rate | 71.7% | 65.3%+6.4pp | 73.5%-1.9pp | 69.5%+2.2pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.96%-965.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,413 | $2,068-31.7% | $2,840-50.2% | $2,342-39.7% |
| Participant deferral / active EE | $2,296 | $2,696-14.8% | $3,609-36.4% | $3,332-31.1% |
| Admin fee / account holder | $764 | $3,585-78.7% | $4,906-84.4% | $4,645-83.6% |