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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 | $64,481 | $98,760-34.7% | $149,710-56.9% | $79,860-19.3% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.63%-276.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,769 | $3,217-45.0% | $4,645-61.9% | $2,471-28.4% |
| Participant deferral / active EE | $2,947 | $5,681-48.1% | $6,842-56.9% | $3,740-21.2% |
| Admin fee / account holder | $1,971 | $6,053-67.4% | $9,309-78.8% | $5,306-62.8% |