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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 | $167,906 | $72,404+131.9% | $110,243+52.3% | $64,173+161.6% |
| Participation rate | 95.2% | 73.3%+21.9pp | 79.8%+15.4pp | 69.6%+25.7pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,836 | $2,282-19.5% | $3,827-52.0% | $2,381-22.9% |
| Participant deferral / active EE | $3,801 | $3,469+9.5% | $4,672-18.7% | $3,470+9.5% |
| Admin fee / account holder | $1,788 | $5,664-68.4% | $8,548-79.1% | $4,887-63.4% |