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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 | $71,165 | $61,390+15.9% | $112,228-36.6% | $75,177-5.3% |
| Participation rate | 98.3% | 61.6%+36.7pp | 72.4%+25.9pp | 67.2%+31.1pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,704 | $2,015-15.4% | $3,432-50.4% | $2,671-36.2% |
| Participant deferral / active EE | $3,955 | $3,108+27.2% | $4,800-17.6% | $4,126-4.2% |
| Admin fee / account holder | $67,959 | $4,862+1297.9% | $7,752+776.7% | $5,651+1102.5% |