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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 | $45,871 | $85,169-46.1% | $172,755-73.4% | $72,983-37.1% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.5pp | 69.5%+23.6pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.94%-802.9pp | 81.01%-81.0pp |
| Employer contribution / active EE | $785 | $3,324-76.4% | $5,144-84.7% | $2,440-67.8% |
| Participant deferral / active EE | $3,363 | $3,260+3.1% | $5,198-35.3% | $3,608-6.8% |
| Admin fee / account holder | $1,286 | $5,880-78.1% | $13,955-90.8% | $5,124-74.9% |