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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 | $51,954 | $71,873-27.7% | $86,698-40.1% | $68,490-24.1% |
| Participation rate | 80.9% | 72.2%+8.6pp | 76.6%+4.3pp | 67.9%+13.0pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,009 | $2,173-53.6% | $2,837-64.4% | $2,597-61.2% |
| Participant deferral / active EE | $3,411 | $3,779-9.8% | $4,656-26.8% | $4,028-15.3% |
| Admin fee / account holder | $8,734 | $6,110+42.9% | $7,492+16.6% | $5,403+61.6% |