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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 | $28,883 | $76,551-62.3% | $123,894-76.7% | $62,881-54.1% |
| Participation rate | 80.6% | 73.0%+7.7pp | 81.4%-0.8pp | 69.3%+11.3pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,191 | $2,882-24.0% | $4,617-52.5% | $2,281-3.9% |
| Participant deferral / active EE | $5,865 | $4,840+21.2% | $5,984-2.0% | $3,203+83.1% |
| Admin fee / account holder | $388 | $4,826-92.0% | $8,357-95.4% | $4,296-91.0% |