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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 | $97,111 | $56,894+70.7% | $84,753+14.6% | $62,881+54.4% |
| Participation rate | 84.6% | 68.5%+16.1pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,352 | $2,400-43.7% | $3,574-62.2% | $2,281-40.7% |
| Participant deferral / active EE | $5,337 | $2,709+97.0% | $3,712+43.8% | $3,203+66.6% |
| Admin fee / account holder | $701 | $3,581-80.4% | $5,333-86.9% | $4,296-83.7% |