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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 | $29,397 | $45,050-34.7% | $63,018-53.4% | $70,126-58.1% |
| Participation rate | 86.3% | 69.5%+16.8pp | 74.8%+11.5pp | 69.5%+16.7pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.62%-87.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,593 | $2,052-22.4% | $2,761-42.3% | $2,343-32.0% |
| Participant deferral / active EE | $2,992 | $2,466+21.3% | $3,330-10.2% | $3,332-10.2% |
| Admin fee / account holder | $498 | $2,834-82.4% | $3,601-86.2% | $4,645-89.3% |