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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 | $121,610 | $107,368+13.3% | $92,915+30.9% | $152,909-20.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,552 | $4,222-39.6% | $3,653-30.2% | $4,764-46.4% |
| Participant deferral / active EE | $25,768 | $4,848+431.5% | $4,238+508.0% | $5,851+340.4% |
| Admin fee / account holder | $16,489 | $7,082+132.8% | $5,796+184.5% | $11,601+42.1% |