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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 | $142,126 | $209,428-32.1% | $178,498-20.4% | $158,950-10.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $7,531 | $5,707+32.0% | $5,011+50.3% | $4,762+58.2% |
| Participant deferral / active EE | $8,776 | $5,955+47.4% | $5,202+68.7% | $5,983+46.7% |
| Admin fee / account holder | $1,590 | $17,077-90.7% | $13,985-88.6% | $11,248-85.9% |