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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 | $40,328 | $148,582-72.9% | $135,942-70.3% | $139,456-71.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,272 | $5,245-56.7% | $4,858-53.2% | $4,753-52.2% |
| Participant deferral / active EE | $4,470 | $8,101-44.8% | $7,759-42.4% | $6,711-33.4% |
| Admin fee / account holder | $368 | $12,402-97.0% | $10,764-96.6% | $11,407-96.8% |