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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 | $82,759 | $65,364+26.6% | $92,909-10.9% | $72,975+13.4% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,334 | $2,594-48.6% | $3,653-63.5% | $2,440-45.3% |
| Participant deferral / active EE | $3,281 | $3,128+4.9% | $4,238-22.6% | $3,608-9.1% |
| Admin fee / account holder | $1,713 | $4,251-59.7% | $5,795-70.4% | $5,124-66.6% |