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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 | $26,446 | $85,766-69.2% | $136,298-80.6% | $70,126-62.3% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,640 | $2,966-44.7% | $4,696-65.1% | $2,343-30.0% |
| Participant deferral / active EE | $3,714 | $5,051-26.5% | $6,247-40.5% | $3,332+11.5% |
| Admin fee / account holder | $7,987 | $5,421+47.4% | $9,244-13.6% | $4,645+71.9% |