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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 | $49,291 | $72,273-31.8% | $101,275-51.3% | $79,856-38.3% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,837 | $2,691+5.4% | $3,660-22.5% | $2,471+14.8% |
| Participant deferral / active EE | $5,954 | $3,282+81.4% | $4,371+36.2% | $3,741+59.2% |
| Admin fee / account holder | $500 | $4,401-88.6% | $5,948-91.6% | $5,306-90.6% |