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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 | $54,908 | $52,678+4.2% | $75,784-27.5% | $59,633-7.9% |
| Participation rate | 74.4% | 67.2%+7.1pp | 75.8%-1.5pp | 68.7%+5.7pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,526 | $2,193-30.4% | $3,323-54.1% | $2,203-30.7% |
| Participant deferral / active EE | $4,750 | $2,591+83.4% | $3,652+30.1% | $3,192+48.8% |
| Admin fee / account holder | $1,510 | $3,610-58.2% | $5,300-71.5% | $4,297-64.9% |