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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 | $34,695 | $60,165-42.3% | $74,184-53.2% | $55,167-37.1% |
| Participation rate | 77.7% | 74.2%+3.5pp | 76.6%+1.1pp | 69.0%+8.7pp |
| Annual return | 0.00% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $640 | $1,600-60.0% | $2,370-73.0% | $1,963-67.4% |
| Participant deferral / active EE | $3,876 | $2,973+30.4% | $3,550+9.2% | $3,054+26.9% |
| Admin fee / account holder | $2,003 | $419+377.6% | $5,586-64.1% | $504+297.4% |