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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 | $125,434 | $100,811+24.4% | $86,698+44.7% | $134,545-6.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,105 | $3,490-68.3% | $2,837-61.0% | $4,742-76.7% |
| Participant deferral / active EE | $4,413 | $5,339-17.4% | $4,656-5.2% | $6,401-31.1% |
| Admin fee / account holder | $593 | $10,926-94.6% | $7,492-92.1% | $11,431-94.8% |