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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 | $58,947 | $61,166-3.6% | $185,837-68.3% | $79,393-25.8% |
| Participation rate | 99.1% | 66.6%+32.5pp | 81.7%+17.4pp | 70.7%+28.4pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.08%-122.1pp | 116.87%-116.9pp |
| Employer contribution / active EE | $2,824 | $2,321+21.7% | $5,168-45.4% | $2,428+16.3% |
| Participant deferral / active EE | $4,215 | $2,789+51.2% | $5,568-24.3% | $4,046+4.2% |
| Admin fee / account holder | $2,200 | $710+210.0% | $16,241-86.5% | $627+251.2% |