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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 | $110,676 | $183,627-39.7% | $155,602-28.9% | $145,978-24.2% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.5pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,071 | $5,316-79.9% | $4,675-77.1% | $4,662-77.0% |
| Participant deferral / active EE | $2,347 | $6,466-63.7% | $5,629-58.3% | $6,690-64.9% |
| Admin fee / account holder | $1,001 | $19,327-94.8% | $15,923-93.7% | $13,400-92.5% |