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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 | $66,365 | $165,399-59.9% | $149,745-55.7% | $158,982-58.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,287 | $5,105-35.6% | $4,646-29.3% | $4,763-31.0% |
| Participant deferral / active EE | $7,488 | $7,183+4.3% | $6,843+9.4% | $5,983+25.1% |
| Admin fee / account holder | $4,412 | $10,811-59.2% | $9,312-52.6% | $11,252-60.8% |