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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 | $52,959 | $149,679-64.6% | $117,039-54.8% | $147,586-64.1% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,038 | $4,937-58.7% | $3,785-46.2% | $4,876-58.2% |
| Participant deferral / active EE | $8,796 | $4,912+79.1% | $3,929+123.8% | $5,439+61.7% |
| Admin fee / account holder | $502 | $7,856-93.6% | $5,974-91.6% | $10,886-95.4% |