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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 | $38,137 | $89,370-57.3% | $141,197-73.0% | $72,976-47.7% |
| Participation rate | 81.7% | 75.1%+6.6pp | 82.5%-0.8pp | 69.5%+12.2pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,828 | $3,115-41.3% | $4,736-61.4% | $2,440-25.1% |
| Participant deferral / active EE | $4,269 | $5,419-21.2% | $6,710-36.4% | $3,608+18.3% |
| Admin fee / account holder | $4,251 | $5,957-28.6% | $10,265-58.6% | $5,124-17.0% |