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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 | $28,419 | $138,114-79.4% | $125,391-77.3% | $134,545-78.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,877 | $5,246-64.2% | $4,816-61.0% | $4,742-60.4% |
| Participant deferral / active EE | $7,143 | $7,801-8.4% | $7,448-4.1% | $6,401+11.6% |
| Admin fee / account holder | $390 | $11,570-96.6% | $10,009-96.1% | $11,431-96.6% |