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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 | $28,220 | $99,345-71.6% | $84,753-66.7% | $273,972-89.7% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,160 | $4,214-72.5% | $3,574-67.6% | $4,869-76.2% |
| Participant deferral / active EE | $5,109 | $4,270+19.7% | $3,712+37.6% | $5,287-3.4% |
| Admin fee / account holder | $651 | $6,645-90.2% | $5,333-87.8% | $10,133-93.6% |