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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 | $71,074 | $69,977+1.6% | $108,582-34.5% | $62,881+13.0% |
| Participation rate | 96.8% | 72.9%+23.9pp | 79.6%+17.2pp | 69.3%+27.5pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,319 | $2,135+149.1% | $3,758+41.5% | $2,281+133.2% |
| Participant deferral / active EE | $4,922 | $3,165+55.5% | $4,311+14.2% | $3,203+53.7% |
| Admin fee / account holder | $21,762 | $5,076+328.7% | $7,645+184.7% | $4,296+406.6% |