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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 | $25,796 | $56,544-54.4% | $75,501-65.8% | $70,124-63.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,184 | $1,817+20.2% | $2,352-7.1% | $2,342-6.8% |
| Participant deferral / active EE | $3,793 | $2,580+47.0% | $3,142+20.7% | $3,332+13.8% |
| Admin fee / account holder | $845 | $3,827-77.9% | $5,801-85.4% | $4,645-81.8% |