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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 | $51,786 | $209,425-75.3% | $178,499-71.0% | $158,966-67.4% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,584 | $5,707-72.2% | $5,011-68.4% | $4,762-66.7% |
| Participant deferral / active EE | $5,392 | $5,955-9.4% | $5,202+3.7% | $5,983-9.9% |
| Admin fee / account holder | $978 | $17,078-94.3% | $13,986-93.0% | $11,250-91.3% |