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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 | $34,012 | $72,273-52.9% | $101,275-66.4% | $79,856-57.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,659 | $2,691-38.4% | $3,660-54.7% | $2,471-32.9% |
| Participant deferral / active EE | $2,799 | $3,282-14.7% | $4,371-36.0% | $3,741-25.2% |
| Admin fee / account holder | $459 | $4,401-89.6% | $5,948-92.3% | $5,306-91.4% |