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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 | $17,134 | $47,848-64.2% | $81,473-79.0% | $70,126-75.6% |
| Participation rate | 79.5% | 58.3%+21.3pp | 68.0%+11.6pp | 69.5%+10.0pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,357 | $1,527+54.4% | $2,568-8.2% | $2,343+0.6% |
| Participant deferral / active EE | $2,755 | $2,453+12.3% | $3,537-22.1% | $3,332-17.3% |
| Admin fee / account holder | $418 | $3,145-86.7% | $4,561-90.8% | $4,645-91.0% |