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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 | $122,312 | $197,603-38.1% | $177,827-31.2% | $158,950-23.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $16,874 | $6,698+151.9% | $5,918+185.1% | $4,762+254.4% |
| Participant deferral / active EE | $12,026 | $8,404+43.1% | $7,713+55.9% | $5,983+101.0% |
| Admin fee / account holder | $26,328 | $15,402+70.9% | $12,429+111.8% | $11,248+134.1% |