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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 | $30,064 | $165,399-81.8% | $149,745-79.9% | $158,982-81.1% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,665 | $5,105-67.4% | $4,646-64.2% | $4,763-65.0% |
| Participant deferral / active EE | $3,849 | $7,183-46.4% | $6,843-43.8% | $5,983-35.7% |
| Admin fee / account holder | $333 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |