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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 | $67,883 | $152,597-55.5% | $117,533-42.2% | $134,532-49.5% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,943 | $5,576-65.1% | $4,179-53.5% | $4,741-59.0% |
| Participant deferral / active EE | $4,445 | $4,821-7.8% | $4,072+9.2% | $6,401-30.6% |
| Admin fee / account holder | $1,145 | $7,007-83.7% | $5,647-79.7% | $11,429-90.0% |