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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 | $141,855 | $167,362-15.2% | $143,799-1.4% | $134,532+5.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,582 | $5,620-71.9% | $4,952-68.1% | $4,741-66.6% |
| Participant deferral / active EE | $6,273 | $6,447-2.7% | $5,638+11.3% | $6,401-2.0% |
| Admin fee / account holder | $1,354 | $18,094-92.5% | $14,677-90.8% | $11,429-88.1% |