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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 | $33,852 | $86,940-61.1% | $102,434-67.0% | $80,935-58.2% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.7%+28.3pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $4,241 | $2,370+79.0% | $3,023+40.3% | $2,757+53.9% |
| Participant deferral / active EE | $8,107 | $4,121+96.7% | $5,055+60.4% | $4,299+88.6% |
| Admin fee / account holder | $1,903 | $8,047-76.4% | $9,462-79.9% | $6,924-72.5% |