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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 | $94,458 | $180,459-47.7% | $154,108-38.7% | $135,380-30.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,585 | $6,035-57.2% | $5,298-51.2% | $4,779-45.9% |
| Participant deferral / active EE | $6,887 | $5,806+18.6% | $5,081+35.5% | $5,609+22.8% |
| Admin fee / account holder | $781 | $16,145-95.2% | $13,411-94.2% | $10,828-92.8% |