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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 | $54,798 | $168,635-67.5% | $147,617-62.9% | $125,389-56.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.08% | 77.65%-77.6pp | 61.98%-61.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $8,083 | $6,252+29.3% | $5,564+45.3% | $4,866+66.1% |
| Participant deferral / active EE | $5,084 | $5,507-7.7% | $4,895+3.9% | $5,352-5.0% |
| Admin fee / account holder | $2,673 | $13,580-80.3% | $11,612-77.0% | $9,541-72.0% |