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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 | $38,357 | $79,961-52.0% | $98,462-61.0% | $75,177-49.0% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.2%-0.2pp | 67.2%+7.8pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $964 | $2,264-57.4% | $3,049-68.4% | $2,671-63.9% |
| Participant deferral / active EE | $4,269 | $3,753+13.8% | $4,738-9.9% | $4,126+3.4% |
| Admin fee / account holder | $2,612 | $6,842-61.8% | $8,875-70.6% | $5,651-53.8% |