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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 | $26,852 | $83,337-67.8% | $67,834-60.4% | $273,972-90.2% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,775 | $3,287-46.0% | $2,403-26.1% | $4,869-63.5% |
| Participant deferral / active EE | $3,547 | $4,088-13.2% | $3,160+12.3% | $5,287-32.9% |
| Admin fee / account holder | $463 | $6,752-93.2% | $4,622-90.0% | $10,133-95.4% |