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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 | $50,694 | $168,635-69.9% | $147,617-65.7% | $125,389-59.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.20% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,329 | $6,252-62.8% | $5,564-58.2% | $4,866-52.1% |
| Participant deferral / active EE | $3,198 | $5,507-41.9% | $4,895-34.7% | $5,352-40.3% |
| Admin fee / account holder | $30,556 | $13,580+125.0% | $11,612+163.2% | $9,541+220.3% |