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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 | $31,522 | $58,523-46.1% | $99,475-68.3% | $72,975-56.8% |
| Participation rate | 71.4% | 64.6%+6.8pp | 73.8%-2.4pp | 69.5%+1.9pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,457 | $1,512-3.7% | $2,540-42.7% | $2,440-40.3% |
| Participant deferral / active EE | $3,552 | $2,606+36.3% | $3,619-1.8% | $3,608-1.5% |
| Admin fee / account holder | $4,367 | $4,102+6.5% | $6,252-30.1% | $5,124-14.8% |