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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 | $103,030 | $138,076-25.4% | $123,553-16.6% | $135,380-23.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.52% | 153.70%-153.2pp | 119.21%-118.7pp | 519.81%-519.3pp |
| Employer contribution / active EE | $3,496 | $5,152-32.1% | $4,628-24.5% | $4,779-26.8% |
| Participant deferral / active EE | $4,177 | $6,800-38.6% | $6,426-35.0% | $5,609-25.5% |
| Admin fee / account holder | $4,444 | $10,917-59.3% | $9,284-52.1% | $10,828-59.0% |