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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 | $26,546 | $157,304-83.1% | $141,197-81.2% | $152,909-82.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,242 | $5,263-76.4% | $4,736-73.8% | $4,764-73.9% |
| Participant deferral / active EE | $7,529 | $7,111+5.9% | $6,710+12.2% | $5,851+28.7% |
| Admin fee / account holder | $1,301 | $12,126-89.3% | $10,265-87.3% | $11,601-88.8% |