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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 | $81,233+0.9% | $155,567-47.3% | $80,874+1.4% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $7,486 | $3,101+141.4% | $4,674+60.2% | $2,756+171.7% |
| Participant deferral / active EE | $4,986 | $3,452+44.4% | $5,628-11.4% | $4,297+16.0% |
| Admin fee / account holder | $3,709 | $7,998-53.6% | $15,916-76.7% | $6,935-46.5% |