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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 | $51,843 | $78,707-34.1% | $117,861-56.0% | $70,126-26.1% |
| Participation rate | 88.2% | 73.2%+15.0pp | 79.7%+8.6pp | 69.5%+18.7pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,360 | $2,223+6.1% | $3,786-37.7% | $2,343+0.7% |
| Participant deferral / active EE | $4,443 | $3,297+34.7% | $4,482-0.9% | $3,332+33.4% |
| Admin fee / account holder | $3,876 | $5,066-23.5% | $8,021-51.7% | $4,645-16.6% |