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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 | $28,209 | $98,776-71.4% | $149,745-81.2% | $79,856-64.7% |
| Participation rate | 77.0% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.4pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,474 | $3,217-54.2% | $4,646-68.3% | $2,471-40.3% |
| Participant deferral / active EE | $2,937 | $5,681-48.3% | $6,843-57.1% | $3,741-21.5% |
| Admin fee / account holder | $3,827 | $6,053-36.8% | $9,312-58.9% | $5,306-27.9% |