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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 | $55,430 | $91,179-39.2% | $178,499-68.9% | $79,852-30.6% |
| Participation rate | 90.5% | 69.2%+21.3pp | 81.9%+8.5pp | 69.6%+20.8pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $450 | $3,256-86.2% | $5,011-91.0% | $2,471-81.8% |
| Participant deferral / active EE | $4,474 | $3,236+38.3% | $5,202-14.0% | $3,740+19.6% |
| Admin fee / account holder | $434 | $6,749-93.6% | $13,986-96.9% | $5,306-91.8% |