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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 | $29,191 | $49,177-40.6% | $79,467-63.3% | $64,173-54.5% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.6%+7.4pp |
| Annual return | 0.71% | -1.16%+1.9pp | 718.30%-717.6pp | 7.63%-6.9pp |
| Employer contribution / active EE | $2,909 | $2,076+40.1% | $2,800+3.9% | $2,381+22.2% |
| Participant deferral / active EE | $3,272 | $2,821+16.0% | $3,704-11.7% | $3,470-5.7% |
| Admin fee / account holder | $12,408 | $3,839+223.2% | $5,104+143.1% | $4,887+153.9% |