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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 | $109,672 | $176,105-37.7% | $159,474-31.2% | $167,536-34.5% |
| Participation rate | 85.0% | 85.0%0pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,067 | $5,299-42.1% | $4,831-36.5% | $4,839-36.6% |
| Participant deferral / active EE | $12,189 | $7,751+57.2% | $7,353+65.8% | $6,342+92.2% |
| Admin fee / account holder | $519 | $12,559-95.9% | $10,802-95.2% | $12,315-95.8% |