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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 | $16,915 | $181,062-90.7% | $158,223-89.3% | $155,188-89.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,785 | $4,565-39.0% | $4,109-32.2% | $4,248-34.4% |
| Participant deferral / active EE | $9,264 | $6,134+51.0% | $5,467+69.5% | $6,531+41.8% |
| Admin fee / account holder | $300 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |