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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 | $193,328 | $197,637-2.2% | $177,848+8.7% | $158,982+21.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $11,696 | $6,698+74.6% | $5,919+97.6% | $4,763+145.6% |
| Participant deferral / active EE | $8,793 | $8,405+4.6% | $7,714+14.0% | $5,983+47.0% |
| Admin fee / account holder | $7,173 | $15,406-53.4% | $12,431-42.3% | $11,252-36.3% |