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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 | $44,929 | $65,027-30.9% | $90,970-50.6% | $79,852-43.7% |
| Participation rate | 88.0% | 61.6%+26.4pp | 69.0%+19.0pp | 69.6%+18.4pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,983 | $1,247+59.0% | $2,122-6.6% | $2,471-19.8% |
| Participant deferral / active EE | $4,230 | $2,512+68.4% | $3,373+25.4% | $3,740+13.1% |
| Admin fee / account holder | $350 | $4,535-92.3% | $5,960-94.1% | $5,306-93.4% |