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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 | $34,239 | $93,617-63.4% | $135,982-74.8% | $75,177-54.5% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,149 | $3,538-67.5% | $4,859-76.3% | $2,671-57.0% |
| Participant deferral / active EE | $4,434 | $6,406-30.8% | $7,760-42.9% | $4,126+7.5% |
| Admin fee / account holder | $365 | $6,980-94.8% | $10,767-96.6% | $5,651-93.5% |