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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 | $41,649 | $89,370-53.4% | $141,197-70.5% | $72,976-42.9% |
| Participation rate | 78.6% | 75.1%+3.4pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,084 | $3,115-1.0% | $4,736-34.9% | $2,440+26.4% |
| Participant deferral / active EE | $6,198 | $5,419+14.4% | $6,710-7.6% | $3,608+71.8% |
| Admin fee / account holder | $396 | $5,957-93.4% | $10,265-96.1% | $5,124-92.3% |