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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 | $48,807 | $99,011-50.7% | $86,582-43.6% | $147,586-66.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $762 | $3,132-75.7% | $2,839-73.2% | $4,876-84.4% |
| Participant deferral / active EE | $4,264 | $3,972+7.3% | $3,609+18.2% | $5,439-21.6% |
| Admin fee / account holder | $429 | $5,709-92.5% | $4,904-91.2% | $10,886-96.1% |