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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 | $76,007 | $138,076-45.0% | $123,553-38.5% | $135,380-43.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 1.15% | 153.70%-152.6pp | 119.21%-118.1pp | 519.81%-518.7pp |
| Employer contribution / active EE | $4,350 | $5,152-15.6% | $4,628-6.0% | $4,779-9.0% |
| Participant deferral / active EE | $3,455 | $6,800-49.2% | $6,426-46.2% | $5,609-38.4% |
| Admin fee / account holder | $805 | $10,917-92.6% | $9,284-91.3% | $10,828-92.6% |