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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 | $52,051 | $93,617-44.4% | $135,982-61.7% | $75,177-30.8% |
| Participation rate | 73.0% | 75.2%-2.2pp | 81.9%-8.9pp | 67.2%+5.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $7,673 | $3,538+116.9% | $4,859+57.9% | $2,671+187.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $897 | $6,980-87.1% | $10,767-91.7% | $5,651-84.1% |