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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 | $26,232 | $57,350-54.3% | $83,850-68.7% | $64,181-59.1% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.3pp | 69.6%+23.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.92%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $6,322 | $2,545+148.4% | $3,631+74.1% | $2,381+165.5% |
| Participant deferral / active EE | $3,657 | $2,993+22.2% | $4,082-10.4% | $3,470+5.4% |
| Admin fee / account holder | $6,543 | $4,046+61.7% | $5,478+19.4% | $4,887+33.9% |