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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 | $190,011 | $138,076+37.6% | $123,553+53.8% | $135,380+40.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.72% | 153.70%-152.0pp | 119.21%-117.5pp | 519.81%-518.1pp |
| Employer contribution / active EE | $2,995 | $5,152-41.9% | $4,628-35.3% | $4,779-37.3% |
| Participant deferral / active EE | $4,206 | $6,800-38.1% | $6,426-34.5% | $5,609-25.0% |
| Admin fee / account holder | $2,302 | $10,917-78.9% | $9,284-75.2% | $10,828-78.7% |