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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 | $39,034 | $124,351-68.6% | $109,188-64.3% | $167,553-76.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,240 | $4,210-46.8% | $3,723-39.8% | $4,840-53.7% |
| Participant deferral / active EE | $3,919 | $5,257-25.4% | $4,654-15.8% | $6,343-38.2% |
| Admin fee / account holder | $4,496 | $7,975-43.6% | $6,755-33.4% | $12,316-63.5% |