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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 | $119,215 | $99,994+19.2% | $146,643-18.7% | $85,847+38.9% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $763 | $2,559-70.2% | $4,137-81.5% | $2,565-70.2% |
| Participant deferral / active EE | $2,991 | $4,006-25.4% | $5,506-45.7% | $3,952-24.3% |
| Admin fee / account holder | $679 | $7,703-91.2% | $10,280-93.4% | $6,261-89.1% |