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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 | $63,224 | $75,832-16.6% | $147,617-57.2% | $59,633+6.0% |
| Participation rate | 88.3% | 71.6%+16.8pp | 84.6%+3.7pp | 68.7%+19.7pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,923 | $3,485-16.1% | $5,564-47.5% | $2,203+32.7% |
| Participant deferral / active EE | $3,262 | $3,131+4.2% | $4,895-33.4% | $3,192+2.2% |
| Admin fee / account holder | $11,673 | $5,986+95.0% | $11,612+0.5% | $4,297+171.7% |