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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 | $118,858 | $168,635-29.5% | $147,617-19.5% | $125,389-5.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.44% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,282 | $6,252-63.5% | $5,564-59.0% | $4,866-53.1% |
| Participant deferral / active EE | $4,251 | $5,507-22.8% | $4,895-13.2% | $5,352-20.6% |
| Admin fee / account holder | $16,783 | $13,580+23.6% | $11,612+44.5% | $9,541+75.9% |