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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 | $41,475 | $72,269-42.6% | $101,271-59.0% | $79,852-48.1% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,595 | $2,692-40.8% | $3,660-56.4% | $2,471-35.5% |
| Participant deferral / active EE | $2,811 | $3,282-14.3% | $4,371-35.7% | $3,740-24.8% |
| Admin fee / account holder | $4,485 | $4,401+1.9% | $5,948-24.6% | $5,306-15.5% |