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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 | $74,255 | $73,988+0.4% | $96,538-23.1% | $75,177-1.2% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,168 | $2,930-60.1% | $3,740-68.8% | $2,671-56.3% |
| Participant deferral / active EE | $6,474 | $3,660+76.9% | $4,880+32.7% | $4,126+56.9% |
| Admin fee / account holder | $6,463 | $5,220+23.8% | $6,737-4.1% | $5,651+14.4% |