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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 | $77,901 | $168,635-53.8% | $147,617-47.2% | $125,389-37.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.58% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,921 | $6,252-69.3% | $5,564-65.5% | $4,866-60.5% |
| Participant deferral / active EE | $2,356 | $5,507-57.2% | $4,895-51.9% | $5,352-56.0% |
| Admin fee / account holder | $12,747 | $13,580-6.1% | $11,612+9.8% | $9,541+33.6% |