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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 | $40,483 | $76,551-47.1% | $123,894-67.3% | $62,881-35.6% |
| Participation rate | 89.3% | 73.0%+16.3pp | 81.4%+7.9pp | 69.3%+20.0pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,304 | $2,882-54.7% | $4,617-71.7% | $2,281-42.8% |
| Participant deferral / active EE | $2,793 | $4,840-42.3% | $5,984-53.3% | $3,203-12.8% |
| Admin fee / account holder | $1,083 | $4,826-77.6% | $8,357-87.0% | $4,296-74.8% |