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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 | $187,738 | $138,114+35.9% | $125,391+49.7% | $134,545+39.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,997 | $5,246-61.9% | $4,816-58.5% | $4,742-57.9% |
| Participant deferral / active EE | $17,600 | $7,801+125.6% | $7,448+136.3% | $6,401+174.9% |
| Admin fee / account holder | $552 | $11,570-95.2% | $10,009-94.5% | $11,431-95.2% |