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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 | $54,851 | $72,114-23.9% | $108,745-49.6% | $62,881-12.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 13.41%-13.4pp | 46.22%-46.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,297 | $2,694-14.7% | $3,323-30.9% | $2,281+0.7% |
| Participant deferral / active EE | $6,779 | $4,044+67.6% | $5,121+32.4% | $3,203+111.6% |
| Admin fee / account holder | $2,047 | $4,608-55.6% | $6,144-66.7% | $4,296-52.3% |