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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 | $81,331+0.8% | $155,534-47.3% | $80,935+1.3% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $7,486 | $3,105+141.1% | $4,675+60.1% | $2,757+171.5% |
| Participant deferral / active EE | $4,986 | $3,454+44.3% | $5,630-11.4% | $4,299+16.0% |
| Admin fee / account holder | $3,709 | $7,999-53.6% | $15,900-76.7% | $6,924-46.4% |