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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 | $66,275-35.0% | $163,379-73.6% | $64,097-32.7% |
| Participation rate | 92.3% | 54.1%+38.2pp | 76.8%+15.4pp | 55.2%+37.1pp |
| Annual return | 0.00% | 32.72%-32.7pp | 63.41%-63.4pp | 34.64%-34.6pp |
| Employer contribution / active EE | $2,890 | $1,521+90.1% | $3,752-23.0% | $1,891+52.8% |
| Participant deferral / active EE | $5,475 | $3,126+75.2% | $6,282-12.8% | $3,080+77.8% |
| Admin fee / account holder | $6,093 | $4,569+33.4% | $9,818-37.9% | $3,454+76.4% |