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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 | $43,107 | $67,595-36.2% | $186,193-76.8% | $64,340-33.0% |
| Participation rate | 92.3% | 51.9%+40.3pp | 77.1%+15.1pp | 55.2%+37.0pp |
| Annual return | 0.00% | 17.46%-17.5pp | 78.03%-78.0pp | 24.14%-24.1pp |
| Employer contribution / active EE | $2,890 | $1,513+91.0% | $3,918-26.2% | $1,862+55.3% |
| Participant deferral / active EE | $5,475 | $3,023+81.1% | $6,513-15.9% | $2,980+83.7% |
| Admin fee / account holder | $6,093 | $5,311+14.7% | $11,058-44.9% | $3,703+64.6% |