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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 | $45,041-26.6% | $63,003-47.5% | $70,131-52.9% |
| Participation rate | 93.8% | 69.5%+24.2pp | 74.8%+18.9pp | 69.5%+24.2pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.59%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,232 | $2,052+57.5% | $2,760+17.1% | $2,342+38.0% |
| Participant deferral / active EE | $2,600 | $2,465+5.5% | $3,329-21.9% | $3,332-22.0% |
| Admin fee / account holder | $1,188 | $2,836-58.1% | $3,600-67.0% | $4,645-74.4% |