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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 | $36,995 | $168,635-78.1% | $147,617-74.9% | $125,389-70.5% |
| Participation rate | 76.2% | 88.8%-12.6pp | 84.6%-8.4pp | 83.2%-7.0pp |
| Annual return | 0.25% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,613 | $6,252-74.2% | $5,564-71.0% | $4,866-66.9% |
| Participant deferral / active EE | $3,970 | $5,507-27.9% | $4,895-18.9% | $5,352-25.8% |
| Admin fee / account holder | $1,579 | $13,580-88.4% | $11,612-86.4% | $9,541-83.5% |