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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 | $54,886 | $168,635-67.5% | $147,617-62.8% | $125,389-56.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.19% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.1pp |
| Employer contribution / active EE | $3,012 | $6,252-51.8% | $5,564-45.9% | $4,866-38.1% |
| Participant deferral / active EE | $4,121 | $5,507-25.2% | $4,895-15.8% | $5,352-23.0% |
| Admin fee / account holder | $7,092 | $13,580-47.8% | $11,612-38.9% | $9,541-25.7% |