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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 | $145,493 | $88,710+64.0% | $81,783+77.9% | $145,959-0.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 0.00% | 1027.26%-1027.3pp | 775.05%-775.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,825 | $3,083-40.8% | $2,913-37.3% | $4,661-60.8% |
| Participant deferral / active EE | $5,596 | $4,645+20.5% | $4,320+29.5% | $6,689-16.3% |
| Admin fee / account holder | $1,013 | $8,407-88.0% | $7,380-86.3% | $13,398-92.4% |