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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 | $179,822 | $160,040+12.4% | $147,096+22.2% | $145,877+23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,094 | $5,289-22.6% | $4,936-17.1% | $4,663-12.2% |
| Participant deferral / active EE | $16,736 | $8,429+98.6% | $8,071+107.4% | $6,691+150.1% |
| Admin fee / account holder | $1,276 | $15,050-91.5% | $13,005-90.2% | $13,402-90.5% |