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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 | $41,121 | $149,333-72.5% | $106,387-61.3% | $135,380-69.6% |
| Participation rate | 91.7% | 81.5%+10.2pp | 77.5%+14.2pp | 82.6%+9.0pp |
| Annual return | 0.00% | 0.52%-0.5pp | 0.25%-0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,268 | $4,984-74.6% | $3,520-64.0% | $4,779-73.5% |
| Participant deferral / active EE | $5,162 | $7,230-28.6% | $5,421-4.8% | $5,609-8.0% |
| Admin fee / account holder | $9,626 | $15,952-39.7% | $7,510+28.2% | $10,828-11.1% |