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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 | $41,891 | $168,635-75.2% | $147,617-71.6% | $125,389-66.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.26% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,767 | $6,252-71.7% | $5,564-68.3% | $4,866-63.7% |
| Participant deferral / active EE | $2,770 | $5,507-49.7% | $4,895-43.4% | $5,352-48.2% |
| Admin fee / account holder | $1,854 | $13,580-86.3% | $11,612-84.0% | $9,541-80.6% |