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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 | $54,427 | $153,311-64.5% | $109,313-50.2% | $273,972-80.1% |
| Participation rate | 95.5% | 80.1%+15.4pp | 71.3%+24.2pp | 83.0%+12.4pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,452 | $5,619-38.6% | $3,892-11.3% | $4,869-29.1% |
| Participant deferral / active EE | $8,000 | $3,932+103.5% | $3,166+152.6% | $5,287+51.3% |
| Admin fee / account holder | $4,237 | $8,076-47.5% | $5,666-25.2% | $10,133-58.2% |