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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 | $42,061 | $82,678-49.1% | $125,391-66.5% | $68,490-38.6% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,286 | $3,382-2.9% | $4,816-31.8% | $2,597+26.5% |
| Participant deferral / active EE | $5,119 | $6,111-16.2% | $7,448-31.3% | $4,028+27.1% |
| Admin fee / account holder | $632 | $6,277-89.9% | $10,009-93.7% | $5,403-88.3% |