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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 | $85,528 | $103,949-17.7% | $69,182+23.6% | $273,972-68.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,319 | $1,783+30.0% | $1,206+92.2% | $4,869-52.4% |
| Participant deferral / active EE | $6,269 | $2,716+130.8% | $1,897+230.5% | $5,287+18.6% |
| Admin fee / account holder | $629 | $3,671-82.9% | $2,697-76.7% | $10,133-93.8% |