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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 | $41,512 | $148,623-72.1% | $135,974-69.5% | $139,466-70.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,200 | $5,246-58.1% | $4,859-54.7% | $4,754-53.7% |
| Participant deferral / active EE | $7,940 | $8,103-2.0% | $7,760+2.3% | $6,712+18.3% |
| Admin fee / account holder | $997 | $12,406-92.0% | $10,767-90.7% | $11,409-91.3% |