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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 | $80,253 | $98,240-18.3% | $82,312-2.5% | $147,586-45.6% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,092 | $3,192-34.5% | $2,428-13.8% | $4,876-57.1% |
| Participant deferral / active EE | $6,454 | $4,383+47.2% | $3,706+74.1% | $5,439+18.7% |
| Admin fee / account holder | $771 | $8,563-91.0% | $5,608-86.3% | $10,886-92.9% |