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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 | $25,735 | $121,677-78.9% | $104,625-75.4% | $158,966-83.8% |
| Participation rate | 93.3% | 77.5%+15.8pp | 74.1%+19.3pp | 82.0%+11.4pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,338 | $3,165-57.7% | $2,681-50.1% | $4,762-71.9% |
| Participant deferral / active EE | $3,331 | $4,175-20.2% | $3,738-10.9% | $5,983-44.3% |
| Admin fee / account holder | $343 | $7,777-95.6% | $6,465-94.7% | $11,250-97.0% |