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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 | $28,464 | $110,337-74.2% | $102,383-72.2% | $145,877-80.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,678 | $4,216-60.2% | $3,870-56.6% | $4,663-64.0% |
| Participant deferral / active EE | $2,309 | $5,621-58.9% | $5,060-54.4% | $6,691-65.5% |
| Admin fee / account holder | $1,827 | $9,750-81.3% | $8,391-78.2% | $13,402-86.4% |