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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 | $128,414 | $105,158+22.1% | $94,672+35.6% | $139,487-7.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.6pp |
| Annual return | 0.00% | 38.11%-38.1pp | 156.89%-156.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,863 | $4,107-54.6% | $3,673-49.3% | $4,755-60.8% |
| Participant deferral / active EE | $8,560 | $7,599+12.6% | $7,417+15.4% | $6,713+27.5% |
| Admin fee / account holder | $14,039 | $8,972+56.5% | $7,222+94.4% | $11,407+23.1% |