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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 | $35,580 | $99,994-64.4% | $146,643-75.7% | $85,847-58.6% |
| Participation rate | 86.7% | 73.1%+13.6pp | 80.1%+6.6pp | 69.3%+17.3pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $3,103 | $2,559+21.3% | $4,137-25.0% | $2,565+21.0% |
| Participant deferral / active EE | $4,991 | $4,006+24.6% | $5,506-9.4% | $3,952+26.3% |
| Admin fee / account holder | $1,694 | $7,703-78.0% | $10,280-83.5% | $6,261-72.9% |