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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 | $39,348 | $115,814-66.0% | $101,275-61.1% | $158,982-75.2% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,293 | $4,176-45.1% | $3,660-37.3% | $4,763-51.8% |
| Participant deferral / active EE | $3,778 | $4,958-23.8% | $4,371-13.6% | $5,983-36.9% |
| Admin fee / account holder | $842 | $7,249-88.4% | $5,948-85.8% | $11,252-92.5% |