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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 | $61,858 | $168,635-63.3% | $147,617-58.1% | $125,389-50.7% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -0.01% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,589 | $6,252-42.6% | $5,564-35.5% | $4,866-26.3% |
| Participant deferral / active EE | $2,085 | $5,507-62.1% | $4,895-57.4% | $5,352-61.0% |
| Admin fee / account holder | $1,344 | $13,580-90.1% | $11,612-88.4% | $9,541-85.9% |