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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 | $75,636 | $157,296-51.9% | $141,191-46.4% | $152,897-50.5% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,458 | $5,262-53.3% | $4,736-48.1% | $4,764-48.4% |
| Participant deferral / active EE | $9,607 | $7,111+35.1% | $6,710+43.2% | $5,851+64.2% |
| Admin fee / account holder | $4,436 | $12,125-63.4% | $10,264-56.8% | $11,599-61.8% |