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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 | $27,293 | $72,177-62.2% | $115,038-76.3% | $59,633-54.2% |
| Participation rate | 70.5% | 72.6%-2.0pp | 81.4%-10.9pp | 68.7%+1.8pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,881 | $2,841-33.8% | $4,608-59.2% | $2,203-14.6% |
| Participant deferral / active EE | $3,219 | $4,783-32.7% | $6,026-46.6% | $3,192+0.9% |
| Admin fee / account holder | $1,402 | $4,927-71.5% | $8,175-82.8% | $4,297-67.4% |