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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 | $65,860 | $108,911-39.5% | $100,392-34.4% | $145,884-54.9% |
| Participation rate | 88.2% | 83.0%+5.3pp | 81.5%+6.7pp | 80.3%+7.9pp |
| Annual return | 0.00% | 58.23%-58.2pp | 49.45%-49.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,998 | $4,420-9.5% | $3,941+1.4% | $4,662-14.3% |
| Participant deferral / active EE | $9,314 | $8,459+10.1% | $8,090+15.1% | $6,690+39.2% |
| Admin fee / account holder | $539 | $9,698-94.4% | $7,904-93.2% | $13,392-96.0% |