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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 | $171,273 | $68,996+148.2% | $159,991+7.1% | $68,495+150.1% |
| Participation rate | 82.9% | 65.4%+17.4pp | 78.0%+4.9pp | 67.9%+15.0pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.82%-408.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,976 | $2,212+34.5% | $4,225-29.6% | $2,596+14.6% |
| Participant deferral / active EE | $7,644 | $4,211+81.5% | $6,183+23.6% | $4,028+89.8% |
| Admin fee / account holder | $731 | $4,797-84.8% | $8,715-91.6% | $5,403-86.5% |