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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 | $44,020 | $180,459-75.6% | $154,108-71.4% | $135,380-67.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,410 | $6,035-60.1% | $5,298-54.5% | $4,779-49.6% |
| Participant deferral / active EE | $4,669 | $5,806-19.6% | $5,081-8.1% | $5,609-16.8% |
| Admin fee / account holder | $803 | $16,145-95.0% | $13,411-94.0% | $10,828-92.6% |