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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 | $46,250 | $138,078-66.5% | $125,363-63.1% | $134,509-65.6% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -0.18% | 750.49%-750.7pp | 572.15%-572.3pp | 418.13%-418.3pp |
| Employer contribution / active EE | $2,095 | $5,245-60.1% | $4,815-56.5% | $4,741-55.8% |
| Participant deferral / active EE | $3,323 | $7,800-57.4% | $7,447-55.4% | $6,400-48.1% |
| Admin fee / account holder | $2,876 | $11,566-75.1% | $10,005-71.3% | $11,427-74.8% |