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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 | $73,639 | $138,114-46.7% | $125,391-41.3% | $134,545-45.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.05% | 750.88%-750.8pp | 572.41%-572.4pp | 418.37%-418.3pp |
| Employer contribution / active EE | $8,000 | $5,246+52.5% | $4,816+66.1% | $4,742+68.7% |
| Participant deferral / active EE | $8,724 | $7,801+11.8% | $7,448+17.1% | $6,401+36.3% |
| Admin fee / account holder | $534 | $11,570-95.4% | $10,009-94.7% | $11,431-95.3% |