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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 | $90,614-33.6% | $76,089-21.0% | $145,877-58.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.1%+15.5pp | 80.3%+4.3pp |
| Annual return | 0.00% | 623.80%-623.8pp | 360.94%-360.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $828 | $3,324-75.1% | $2,690-69.2% | $4,663-82.2% |
| Participant deferral / active EE | $5,868 | $5,168+13.5% | $4,259+37.8% | $6,691-12.3% |
| Admin fee / account holder | $1,553 | $8,376-81.5% | $6,418-75.8% | $13,402-88.4% |