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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 | $80,947 | $61,166+32.3% | $185,849-56.4% | $79,391+2.0% |
| Participation rate | 87.6% | 66.6%+21.0pp | 81.7%+5.9pp | 70.7%+16.9pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.10%-122.1pp | 116.88%-116.9pp |
| Employer contribution / active EE | $3,856 | $2,321+66.1% | $5,169-25.4% | $2,428+58.8% |
| Participant deferral / active EE | $9,388 | $2,789+236.6% | $5,569+68.6% | $4,046+132.0% |
| Admin fee / account holder | $1,102 | $710+55.3% | $16,244-93.2% | $627+75.9% |