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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 | $33,742 | $89,370-62.2% | $141,197-76.1% | $72,976-53.8% |
| Participation rate | 92.5% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,106 | $3,115-0.3% | $4,736-34.4% | $2,440+27.3% |
| Participant deferral / active EE | $7,958 | $5,419+46.9% | $6,710+18.6% | $3,608+120.6% |
| Admin fee / account holder | $16,416 | $5,957+175.6% | $10,265+59.9% | $5,124+220.4% |