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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 | $80,041 | $197,819-59.5% | $155,789-48.6% | $125,389-36.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.96% | 86.73%-85.8pp | 71.54%-70.6pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,075 | $4,850-77.8% | $3,839-72.0% | $4,866-77.9% |
| Participant deferral / active EE | $2,215 | $5,631-60.7% | $4,798-53.8% | $5,352-58.6% |
| Admin fee / account holder | $1,073 | $9,544-88.8% | $7,477-85.6% | $9,541-88.8% |