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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 | $50,004 | $168,636-70.3% | $147,617-66.1% | $125,393-60.1% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | 0.43% | 77.65%-77.2pp | 61.98%-61.5pp | 282.23%-281.8pp |
| Employer contribution / active EE | $1,909 | $6,252-69.5% | $5,565-65.7% | $4,866-60.8% |
| Participant deferral / active EE | $5,283 | $5,507-4.1% | $4,895+7.9% | $5,351-1.3% |
| Admin fee / account holder | $11,743 | $13,580-13.5% | $11,611+1.1% | $9,541+23.1% |