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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 | $76,982 | $127,387-39.6% | $115,038-33.1% | $125,389-38.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,098 | $5,166-59.4% | $4,608-54.5% | $4,866-56.9% |
| Participant deferral / active EE | $11,376 | $6,423+77.1% | $6,026+88.8% | $5,352+112.6% |
| Admin fee / account holder | $1,689 | $9,516-82.3% | $8,175-79.3% | $9,541-82.3% |