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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 | $76,343 | $180,459-57.7% | $154,108-50.5% | $135,380-43.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,719 | $6,035-71.5% | $5,298-67.5% | $4,779-64.0% |
| Participant deferral / active EE | $4,711 | $5,806-18.9% | $5,081-7.3% | $5,609-16.0% |
| Admin fee / account holder | $825 | $16,145-94.9% | $13,411-93.9% | $10,828-92.4% |