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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 | $34,718 | $100,811-65.6% | $86,698-60.0% | $134,545-74.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $8,354 | $3,490+139.4% | $2,837+194.5% | $4,742+76.2% |
| Participant deferral / active EE | $6,708 | $5,339+25.6% | $4,656+44.1% | $6,401+4.8% |
| Admin fee / account holder | $608 | $10,926-94.4% | $7,492-91.9% | $11,431-94.7% |