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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 | $26,447 | $56,894-53.5% | $84,753-68.8% | $62,881-57.9% |
| Participation rate | 75.8% | 68.5%+7.2pp | 76.6%-0.8pp | 69.3%+6.5pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $7,871 | $2,400+228.0% | $3,574+120.2% | $2,281+245.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,877 | $3,581-47.6% | $5,333-64.8% | $4,296-56.3% |