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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 | $71,535 | $63,346+12.9% | $92,240-22.4% | $70,126+2.0% |
| Participation rate | 79.0% | 68.7%+10.3pp | 76.5%+2.5pp | 69.5%+9.5pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $673 | $2,471-72.8% | $3,680-81.7% | $2,343-71.3% |
| Participant deferral / active EE | $3,193 | $2,854+11.9% | $3,897-18.1% | $3,332-4.2% |
| Admin fee / account holder | $1,776 | $3,841-53.7% | $5,194-65.8% | $4,645-61.8% |