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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 | $47,540 | $197,819-76.0% | $155,789-69.5% | $125,389-62.1% |
| Participation rate | 93.8% | 82.1%+11.7pp | 76.1%+17.7pp | 83.2%+10.6pp |
| Annual return | 0.01% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $952 | $4,850-80.4% | $3,839-75.2% | $4,866-80.4% |
| Participant deferral / active EE | $2,741 | $5,631-51.3% | $4,798-42.9% | $5,352-48.8% |
| Admin fee / account holder | $8,874 | $9,544-7.0% | $7,477+18.7% | $9,541-7.0% |