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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 | $42,802 | $95,406-55.1% | $185,849-77.0% | $85,847-50.1% |
| Participation rate | 94.6% | 68.8%+25.8pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,630 | $3,314-20.6% | $5,169-49.1% | $2,565+2.5% |
| Participant deferral / active EE | $4,597 | $3,424+34.3% | $5,569-17.5% | $3,952+16.3% |
| Admin fee / account holder | $1,223 | $7,214-83.1% | $16,244-92.5% | $6,261-80.5% |