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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 | $66,492 | $85,713-22.4% | $86,698-23.3% | - |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.4pp | - |
| Annual return | 0.00% | -20.12%+20.1pp | 35.96%-36.0pp | - |
| Employer contribution / active EE | $4,190 | $1,789+134.2% | $2,837+47.7% | - |
| Participant deferral / active EE | $8,300 | $3,318+150.2% | $4,656+78.3% | - |
| Admin fee / account holder | $2,402 | $28,935-91.7% | $7,492-67.9% | - |