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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 | $63,454 | $89,370-29.0% | $141,197-55.1% | $72,976-13.0% |
| Participation rate | 77.8% | 75.1%+2.6pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,402 | $3,115-55.0% | $4,736-70.4% | $2,440-42.5% |
| Participant deferral / active EE | $9,892 | $5,419+82.5% | $6,710+47.4% | $3,608+174.2% |
| Admin fee / account holder | $2,690 | $5,957-54.8% | $10,265-73.8% | $5,124-47.5% |