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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 | $61,903 | $209,422-70.4% | $178,503-65.3% | $158,982-61.1% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,129 | $5,707-62.7% | $5,011-57.5% | $4,763-55.3% |
| Participant deferral / active EE | $8,354 | $5,955+40.3% | $5,202+60.6% | $5,983+39.6% |
| Admin fee / account holder | $470 | $17,079-97.2% | $13,987-96.6% | $11,252-95.8% |