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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 | $73,139 | $78,705-7.1% | $117,857-37.9% | $70,131+4.3% |
| Participation rate | 78.1% | 73.2%+4.9pp | 79.7%-1.5pp | 69.5%+8.6pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.09%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,906 | $2,223-14.3% | $3,786-49.7% | $2,342-18.6% |
| Participant deferral / active EE | $3,565 | $3,297+8.1% | $4,482-20.5% | $3,332+7.0% |
| Admin fee / account holder | $1,539 | $5,065-69.6% | $8,020-80.8% | $4,645-66.9% |