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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 | $33,058 | $45,050-26.6% | $63,018-47.5% | $70,126-52.9% |
| Participation rate | 93.8% | 69.5%+24.2pp | 74.8%+18.9pp | 69.5%+24.2pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.62%-87.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,232 | $2,052+57.5% | $2,761+17.1% | $2,343+38.0% |
| Participant deferral / active EE | $2,600 | $2,466+5.5% | $3,330-21.9% | $3,332-22.0% |
| Admin fee / account holder | $1,188 | $2,834-58.1% | $3,601-67.0% | $4,645-74.4% |