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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 | $93,684 | $85,790+9.2% | $67,313+39.2% | $135,380-30.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.81%-519.8pp |
| Employer contribution / active EE | $881 | $3,487-74.7% | $2,566-65.6% | $4,779-81.6% |
| Participant deferral / active EE | $1,790 | $4,651-61.5% | $3,568-49.8% | $5,609-68.1% |
| Admin fee / account holder | $2,159 | $6,392-66.2% | $4,507-52.1% | $10,828-80.1% |