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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 | $31,513 | $165,399-80.9% | $149,745-79.0% | $158,982-80.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,557 | $5,105-69.5% | $4,646-66.5% | $4,763-67.3% |
| Participant deferral / active EE | $6,699 | $7,183-6.7% | $6,843-2.1% | $5,983+12.0% |
| Admin fee / account holder | $2,804 | $10,811-74.1% | $9,312-69.9% | $11,252-75.1% |