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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 | $33,304 | $93,589-64.4% | $135,942-75.5% | $75,181-55.7% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $3,504 | $3,537-0.9% | $4,858-27.9% | $2,671+31.2% |
| Participant deferral / active EE | $12,201 | $6,405+90.5% | $7,759+57.2% | $4,126+195.7% |
| Admin fee / account holder | $6,523 | $6,977-6.5% | $10,764-39.4% | $5,650+15.5% |