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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 | $47,060 | $101,069-53.4% | $81,478-42.2% | $147,585-68.1% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,925 | $3,205-39.9% | $2,568-25.0% | $4,876-60.5% |
| Participant deferral / active EE | $4,125 | $4,242-2.7% | $3,537+16.6% | $5,439-24.1% |
| Admin fee / account holder | $354 | $5,812-93.9% | $4,561-92.2% | $10,885-96.7% |