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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 | $31,289 | $180,459-82.7% | $154,108-79.7% | $135,380-76.9% |
| Participation rate | 78.3% | 87.4%-9.2pp | 83.0%-4.8pp | 82.6%-4.4pp |
| Annual return | -0.09% | 888.21%-888.3pp | 735.21%-735.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,555 | $6,035-74.2% | $5,298-70.6% | $4,779-67.5% |
| Participant deferral / active EE | $2,542 | $5,806-56.2% | $5,081-50.0% | $5,609-54.7% |
| Admin fee / account holder | $1,305 | $16,145-91.9% | $13,411-90.3% | $10,828-87.9% |