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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 | $19,861 | $59,107-66.4% | $86,439-77.0% | $68,495-71.0% |
| Participation rate | 70.6% | 75.2%-4.7pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | 5.27% | -0.23%+5.5pp | 4395.55%-4390.3pp | -7.84%+13.1pp |
| Employer contribution / active EE | $3,328 | $2,519+32.1% | $3,769-11.7% | $2,596+28.2% |
| Participant deferral / active EE | $5,893 | $5,901-0.1% | $6,952-15.2% | $4,028+46.3% |
| Admin fee / account holder | $1,905 | $5,637-66.2% | $6,732-71.7% | $5,403-64.7% |