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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 | $51,661 | $168,635-69.4% | $147,617-65.0% | $125,389-58.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.43% | 77.65%-77.2pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,497 | $6,252-76.1% | $5,564-73.1% | $4,866-69.2% |
| Participant deferral / active EE | $2,629 | $5,507-52.3% | $4,895-46.3% | $5,352-50.9% |
| Admin fee / account holder | $1,696 | $13,580-87.5% | $11,612-85.4% | $9,541-82.2% |