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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 | $81,244 | $101,063-19.6% | $81,473-0.3% | $147,586-45.0% |
| Participation rate | 70.0% | 74.5%-4.5pp | 68.0%+2.0pp | 82.8%-12.8pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,011 | $3,206-37.3% | $2,568-21.7% | $4,876-58.8% |
| Participant deferral / active EE | $3,776 | $4,242-11.0% | $3,537+6.8% | $5,439-30.6% |
| Admin fee / account holder | $1,978 | $5,812-66.0% | $4,561-56.6% | $10,886-81.8% |