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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 | $81,997 | $81,276+0.9% | $155,574-47.3% | $80,925+1.3% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.7%+29.0pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $7,486 | $3,103+141.2% | $4,676+60.1% | $2,756+171.6% |
| Participant deferral / active EE | $4,986 | $3,453+44.4% | $5,629-11.4% | $4,299+16.0% |
| Admin fee / account holder | $3,709 | $7,993-53.6% | $15,914-76.7% | $6,940-46.6% |