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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 | $87,445 | $121,677-28.1% | $104,625-16.4% | $158,966-45.0% |
| Participation rate | 72.2% | 77.5%-5.3pp | 74.1%-1.9pp | 82.0%-9.7pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,825 | $3,165+52.4% | $2,681+79.9% | $4,762+1.3% |
| Participant deferral / active EE | $4,305 | $4,175+3.1% | $3,738+15.2% | $5,983-28.0% |
| Admin fee / account holder | $482 | $7,777-93.8% | $6,465-92.5% | $11,250-95.7% |