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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 | $27,859 | $44,873-37.9% | $79,476-64.9% | $56,287-50.5% |
| Participation rate | 73.3% | 68.7%+4.5pp | 73.3%-0.1pp | 69.9%+3.4pp |
| Annual return | -0.10% | 0.81%-0.9pp | 718.21%-718.3pp | -9.96%+9.9pp |
| Employer contribution / active EE | $2,594 | $2,140+21.2% | $2,800-7.4% | $2,111+22.9% |
| Participant deferral / active EE | $4,757 | $2,746+73.2% | $3,704+28.4% | $3,350+42.0% |
| Admin fee / account holder | $3,876 | $418+826.2% | $5,113-24.2% | $521+644.0% |