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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 | $104,410 | $97,729+6.8% | $83,830+24.5% | $135,379-22.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,535 | $4,222-40.0% | $3,631-30.2% | $4,779-47.0% |
| Participant deferral / active EE | $5,674 | $4,683+21.2% | $4,082+39.0% | $5,609+1.2% |
| Admin fee / account holder | $12,298 | $6,674+84.3% | $5,479+124.5% | $10,828+13.6% |