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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 | $37,554 | $160,059-76.5% | $140,019-73.2% | $135,380-72.3% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | 0.94% | 911.48%-910.5pp | 651.17%-650.2pp | 519.81%-518.9pp |
| Employer contribution / active EE | $1,553 | $6,420-75.8% | $5,605-72.3% | $4,779-67.5% |
| Participant deferral / active EE | $6,633 | $7,641-13.2% | $6,927-4.2% | $5,609+18.2% |
| Admin fee / account holder | $101,141 | $13,328+658.9% | $10,705+844.8% | $10,828+834.1% |