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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 | $67,888 | $89,370-24.0% | $141,197-51.9% | $72,976-7.0% |
| Participation rate | 72.0% | 75.1%-3.2pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,557 | $3,115-17.9% | $4,736-46.0% | $2,440+4.8% |
| Participant deferral / active EE | $5,684 | $5,419+4.9% | $6,710-15.3% | $3,608+57.6% |
| Admin fee / account holder | $5,921 | $5,957-0.6% | $10,265-42.3% | $5,124+15.6% |