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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 | $48,699 | $61,660-21.0% | $80,022-39.1% | $64,173-24.1% |
| Participation rate | 90.6% | 71.7%+18.9pp | 75.8%+14.8pp | 69.6%+21.1pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,697 | $1,810+48.9% | $2,468+9.3% | $2,381+13.3% |
| Participant deferral / active EE | $5,252 | $2,968+77.0% | $3,686+42.5% | $3,470+51.4% |
| Admin fee / account holder | $1,143 | $5,417-78.9% | $6,521-82.5% | $4,887-76.6% |