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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 | $65,714 | $81,504-19.4% | $102,437-35.8% | $80,959-18.8% |
| Participation rate | 98.6% | 66.9%+31.8pp | 74.5%+24.1pp | 67.7%+31.0pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,232 | $3,104-28.1% | $3,871-42.3% | $2,757-19.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $492 | $6,719-92.7% | $8,388-94.1% | $6,925-92.9% |