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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 | $239,641 | $157,304+52.3% | $141,197+69.7% | $152,909+56.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $5,100 | $5,263-3.1% | $4,736+7.7% | $4,764+7.1% |
| Participant deferral / active EE | $13,790 | $7,111+93.9% | $6,710+105.5% | $5,851+135.7% |
| Admin fee / account holder | $2,600 | $12,126-78.6% | $10,265-74.7% | $11,601-77.6% |