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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 | $51,281 | $162,812-68.5% | $133,971-61.7% | $158,966-67.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,094 | $4,976-37.8% | $3,919-21.0% | $4,762-35.0% |
| Participant deferral / active EE | $6,510 | $5,910+10.1% | $5,047+29.0% | $5,983+8.8% |
| Admin fee / account holder | $1,160 | $11,741-90.1% | $8,929-87.0% | $11,250-89.7% |