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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 | $31,693 | $76,407-58.5% | $150,298-78.9% | $82,448-61.6% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,442 | $2,614-6.6% | $4,154-41.2% | $2,551-4.3% |
| Participant deferral / active EE | $4,267 | $3,214+32.8% | $5,453-21.7% | $4,139+3.1% |
| Admin fee / account holder | $460 | $6,352-92.8% | $14,116-96.7% | $7,234-93.6% |