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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 | $34,919 | $86,298-59.5% | $111,308-68.6% | $85,847-59.3% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,863 | $2,044-8.8% | $2,732-31.8% | $2,565-27.4% |
| Participant deferral / active EE | $3,513 | $3,641-3.5% | $4,487-21.7% | $3,952-11.1% |
| Admin fee / account holder | $1,102 | $8,189-86.5% | $7,965-86.2% | $6,261-82.4% |