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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 | $145,956 | $60,349+141.9% | $74,184+96.8% | $62,881+132.1% |
| Participation rate | 77.8% | 72.7%+5.0pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $390 | $1,680-76.8% | $2,370-83.5% | $2,281-82.9% |
| Participant deferral / active EE | $1,488 | $2,856-47.9% | $3,550-58.1% | $3,203-53.5% |
| Admin fee / account holder | $2,310 | $4,261-45.8% | $5,586-58.6% | $4,296-46.2% |