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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 | $16,409 | $85,171-80.7% | $172,753-90.5% | $72,976-77.5% |
| Participation rate | 89.6% | 70.1%+19.5pp | 82.6%+6.9pp | 69.5%+20.1pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,849 | $3,324-44.4% | $5,144-64.1% | $2,440-24.2% |
| Participant deferral / active EE | $4,429 | $3,260+35.8% | $5,198-14.8% | $3,608+22.8% |
| Admin fee / account holder | $2,004 | $5,880-65.9% | $13,956-85.6% | $5,124-60.9% |