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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 | $49,670 | $60,349-17.7% | $74,184-33.0% | $62,881-21.0% |
| Participation rate | 77.0% | 72.7%+4.3pp | 76.6%+0.4pp | 69.3%+7.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $781 | $1,680-53.5% | $2,370-67.0% | $2,281-65.7% |
| Participant deferral / active EE | $2,151 | $2,856-24.7% | $3,550-39.4% | $3,203-32.8% |
| Admin fee / account holder | $5,495 | $4,261+29.0% | $5,586-1.6% | $4,296+27.9% |