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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 | $26,173 | $56,287-53.5% | $80,977-67.7% | $62,881-58.4% |
| Participation rate | 75.0% | 68.9%+6.1pp | 75.8%-0.8pp | 69.3%+5.7pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $679 | $1,943-65.1% | $3,715-81.7% | $2,281-70.2% |
| Participant deferral / active EE | $2,597 | $4,196-38.1% | $5,696-54.4% | $3,203-18.9% |
| Admin fee / account holder | $1,989 | $3,742-46.9% | $5,517-64.0% | $4,296-53.7% |