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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 | $56,947 | $98,766-42.3% | $149,730-62.0% | $79,852-28.7% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,311 | $3,217-59.3% | $4,645-71.8% | $2,471-47.0% |
| Participant deferral / active EE | $4,763 | $5,681-16.2% | $6,843-30.4% | $3,740+27.3% |
| Admin fee / account holder | $342 | $6,052-94.4% | $9,310-96.3% | $5,306-93.6% |