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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 | $172,724 | $165,399+4.4% | $149,745+15.3% | $158,982+8.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,020 | $5,105-60.4% | $4,646-56.5% | $4,763-57.6% |
| Participant deferral / active EE | $5,954 | $7,183-17.1% | $6,843-13.0% | $5,983-0.5% |
| Admin fee / account holder | $657 | $10,811-93.9% | $9,312-92.9% | $11,252-94.2% |