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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 | $76,095 | $93,124-18.3% | $77,100-1.3% | $134,545-43.4% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,397 | $3,421-59.2% | $2,815-50.4% | $4,742-70.5% |
| Participant deferral / active EE | $5,525 | $5,242+5.4% | $4,430+24.7% | $6,401-13.7% |
| Admin fee / account holder | $339 | $6,970-95.1% | $5,443-93.8% | $11,431-97.0% |