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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 | $73,933 | $84,518-12.5% | $67,704+9.2% | $125,389-41.0% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,237 | $3,292-1.7% | $2,559+26.5% | $4,866-33.5% |
| Participant deferral / active EE | $9,112 | $4,430+105.7% | $3,585+154.1% | $5,352+70.3% |
| Admin fee / account holder | $623 | $5,340-88.3% | $4,255-85.4% | $9,541-93.5% |