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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 | $63,269 | $76,551-17.4% | $123,894-48.9% | $62,881+0.6% |
| Participation rate | 87.2% | 73.0%+14.2pp | 81.4%+5.8pp | 69.3%+17.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,987 | $2,882+38.3% | $4,617-13.6% | $2,281+74.8% |
| Participant deferral / active EE | $10,186 | $4,840+110.5% | $5,984+70.2% | $3,203+218.0% |
| Admin fee / account holder | $755 | $4,826-84.4% | $8,357-91.0% | $4,296-82.4% |