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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 | $16,389 | $73,863-77.8% | $143,797-88.6% | $68,490-76.1% |
| Participation rate | 86.3% | 66.7%+19.6pp | 80.3%+6.0pp | 67.9%+18.4pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,191 | $3,185-31.2% | $4,952-55.8% | $2,597-15.6% |
| Participant deferral / active EE | $5,197 | $3,385+53.5% | $5,638-7.8% | $4,028+29.0% |
| Admin fee / account holder | $823 | $5,756-85.7% | $14,679-94.4% | $5,403-84.8% |