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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 | $50,232 | $78,707-36.2% | $117,861-57.4% | $70,126-28.4% |
| Participation rate | 88.4% | 73.2%+15.2pp | 79.7%+8.7pp | 69.5%+18.8pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,502 | $2,223+12.5% | $3,786-33.9% | $2,343+6.8% |
| Participant deferral / active EE | $2,631 | $3,297-20.2% | $4,482-41.3% | $3,332-21.0% |
| Admin fee / account holder | $346 | $5,066-93.2% | $8,021-95.7% | $4,645-92.6% |