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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 | $29,439 | $69,977-57.9% | $108,582-72.9% | $62,881-53.2% |
| Participation rate | 89.7% | 72.9%+16.8pp | 79.6%+10.2pp | 69.3%+20.4pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,969 | $2,135+132.8% | $3,758+32.2% | $2,281+117.9% |
| Participant deferral / active EE | $2,754 | $3,165-13.0% | $4,311-36.1% | $3,203-14.0% |
| Admin fee / account holder | $547 | $5,076-89.2% | $7,645-92.8% | $4,296-87.3% |