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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 | $88,147 | $65,367+34.8% | $92,915-5.1% | $72,976+20.8% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,288 | $2,594+26.8% | $3,653-10.0% | $2,440+34.8% |
| Participant deferral / active EE | $8,209 | $3,128+162.4% | $4,238+93.7% | $3,608+127.5% |
| Admin fee / account holder | $782 | $4,251-81.6% | $5,796-86.5% | $5,124-84.7% |