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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 | $58,342 | $135,645-57.0% | $110,243-47.1% | $135,380-56.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.39% | 513.24%-512.8pp | 314.76%-314.4pp | 519.81%-519.4pp |
| Employer contribution / active EE | $4,804 | $4,907-2.1% | $3,827+25.5% | $4,779+0.5% |
| Participant deferral / active EE | $6,077 | $5,507+10.4% | $4,672+30.1% | $5,609+8.4% |
| Admin fee / account holder | $2,401 | $11,458-79.0% | $8,548-71.9% | $10,828-77.8% |