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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 | $107,633 | $93,124+15.6% | $77,100+39.6% | $134,545-20.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $955 | $3,421-72.1% | $2,815-66.1% | $4,742-79.9% |
| Participant deferral / active EE | $1,543 | $5,242-70.6% | $4,430-65.2% | $6,401-75.9% |
| Admin fee / account holder | $500 | $6,970-92.8% | $5,443-90.8% | $11,431-95.6% |