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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 | $34,619 | $106,267-67.4% | $96,520-64.1% | $139,456-75.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,578 | $4,105-61.6% | $3,739-57.8% | $4,753-66.8% |
| Participant deferral / active EE | $2,217 | $5,454-59.4% | $4,879-54.6% | $6,711-67.0% |
| Admin fee / account holder | $1,126 | $7,882-85.7% | $6,733-83.3% | $11,407-90.1% |