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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 | $59,676 | $53,128+12.3% | $86,581-31.1% | $70,124-14.9% |
| Participation rate | 90.5% | 65.3%+25.2pp | 73.5%+16.9pp | 69.5%+20.9pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.06%-965.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,118 | $2,068+2.4% | $2,840-25.4% | $2,342-9.6% |
| Participant deferral / active EE | $4,244 | $2,695+57.5% | $3,609+17.6% | $3,332+27.4% |
| Admin fee / account holder | $5,270 | $3,584+47.1% | $4,904+7.5% | $4,645+13.4% |