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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 | $27,626 | $167,353-83.5% | $143,797-80.8% | $134,545-79.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,838 | $5,620-13.9% | $4,952-2.3% | $4,742+2.0% |
| Participant deferral / active EE | $19,679 | $6,447+205.2% | $5,638+249.0% | $6,401+207.4% |
| Admin fee / account holder | $1,056 | $18,096-94.2% | $14,679-92.8% | $11,431-90.8% |