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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 | $46,072 | $67,602-31.8% | $82,312-44.0% | $70,126-34.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,396 | $1,755+36.5% | $2,428-1.3% | $2,343+2.3% |
| Participant deferral / active EE | $3,451 | $2,987+15.5% | $3,706-6.9% | $3,332+3.6% |
| Admin fee / account holder | $1,905 | $4,512-57.8% | $5,608-66.0% | $4,645-59.0% |