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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 | $81,776 | $152,592-46.4% | $125,180-34.7% | $152,885-46.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,096 | $4,947-57.6% | $3,866-45.8% | $4,763-56.0% |
| Participant deferral / active EE | $9,542 | $5,868+62.6% | $4,937+93.3% | $5,851+63.1% |
| Admin fee / account holder | $565 | $13,435-95.8% | $9,703-94.2% | $11,598-95.1% |