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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 | $33,547 | $135,956-75.3% | $123,894-72.9% | $273,972-87.8% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,932 | $5,170-43.3% | $4,617-36.5% | $4,869-39.8% |
| Participant deferral / active EE | $4,924 | $6,343-22.4% | $5,984-17.7% | $5,287-6.9% |
| Admin fee / account holder | $457 | $9,817-95.3% | $8,357-94.5% | $10,133-95.5% |