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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 | $100,614 | $77,638+29.6% | $156,551-35.7% | $62,881+60.0% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,151 | $3,444-8.5% | $5,501-42.7% | $2,281+38.1% |
| Participant deferral / active EE | $4,611 | $3,046+51.4% | $4,871-5.3% | $3,203+44.0% |
| Admin fee / account holder | $2,174 | $5,561-60.9% | $13,028-83.3% | $4,296-49.4% |