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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 | $17,139 | $77,638-77.9% | $156,551-89.1% | $62,881-72.7% |
| Participation rate | 90.3% | 71.2%+19.1pp | 84.0%+6.3pp | 69.3%+21.0pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,057 | $3,444-69.3% | $5,501-80.8% | $2,281-53.7% |
| Participant deferral / active EE | $2,995 | $3,046-1.7% | $4,871-38.5% | $3,203-6.5% |
| Admin fee / account holder | $3,092 | $5,561-44.4% | $13,028-76.3% | $4,296-28.0% |