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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 | $44,101 | $92,766-52.5% | $82,763-46.7% | $134,545-67.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,168 | $3,273-33.8% | $3,008-27.9% | $4,742-54.3% |
| Participant deferral / active EE | $7,871 | $4,802+63.9% | $4,395+79.1% | $6,401+23.0% |
| Admin fee / account holder | $820 | $5,978-86.3% | $5,325-84.6% | $11,431-92.8% |