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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 | $48,395 | $82,678-41.5% | $125,391-61.4% | $68,490-29.3% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,829 | $3,382+13.2% | $4,816-20.5% | $2,597+47.5% |
| Participant deferral / active EE | $10,240 | $6,111+67.6% | $7,448+37.5% | $4,028+154.2% |
| Admin fee / account holder | $4,492 | $6,277-28.4% | $10,009-55.1% | $5,403-16.9% |