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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 | $48,807 | $180,459-73.0% | $154,108-68.3% | $135,380-63.9% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -1.97% | 888.21%-890.2pp | 735.21%-737.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $1,284 | $6,035-78.7% | $5,298-75.8% | $4,779-73.1% |
| Participant deferral / active EE | $2,992 | $5,806-48.5% | $5,081-41.1% | $5,609-46.7% |
| Admin fee / account holder | $1,036 | $16,145-93.6% | $13,411-92.3% | $10,828-90.4% |