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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 | $24,209 | $156,398-84.5% | $147,318-83.6% | $138,895-82.6% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $3,115 | $4,853-35.8% | $4,593-32.2% | $4,194-25.7% |
| Participant deferral / active EE | $5,878 | $8,237-28.6% | $7,906-25.7% | $6,396-8.1% |
| Admin fee / account holder | $2,359 | $14,976-84.2% | $13,708-82.8% | $12,562-81.2% |