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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 | $60,127 | $90,530-33.6% | $76,030-20.9% | $145,897-58.8% |
| Participation rate | 84.6% | 74.4%+10.2pp | 69.1%+15.6pp | 80.3%+4.3pp |
| Annual return | 0.00% | 625.08%-625.1pp | 361.54%-361.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $828 | $3,319-75.1% | $2,688-69.2% | $4,663-82.2% |
| Participant deferral / active EE | $5,868 | $5,164+13.6% | $4,257+37.8% | $6,689-12.3% |
| Admin fee / account holder | $1,553 | $8,383-81.5% | $6,421-75.8% | $13,390-88.4% |