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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 | $41,477 | $54,757-24.3% | $90,304-54.1% | $72,975-43.2% |
| Participation rate | 88.5% | 65.2%+23.3pp | 73.3%+15.2pp | 69.5%+19.0pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.13%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,185 | $2,093-43.4% | $2,855-58.5% | $2,440-51.4% |
| Participant deferral / active EE | $2,644 | $2,887-8.4% | $3,885-32.0% | $3,608-26.7% |
| Admin fee / account holder | $741 | $3,973-81.4% | $5,354-86.2% | $5,124-85.5% |