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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 | $101,311 | $209,847-51.7% | $189,520-46.5% | $167,518-39.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.45%-748.4pp | 555.25%-555.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,342 | $6,913-66.1% | $6,161-62.0% | $4,838-51.6% |
| Participant deferral / active EE | $14,421 | $8,934+61.4% | $8,220+75.4% | $6,342+127.4% |
| Admin fee / account holder | $1,352 | $14,295-90.5% | $12,046-88.8% | $12,312-89.0% |