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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 | $213,379 | $138,114+54.5% | $125,391+70.2% | $134,545+58.6% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,811 | $5,246-27.4% | $4,816-20.9% | $4,742-19.6% |
| Participant deferral / active EE | $16,196 | $7,801+107.6% | $7,448+117.4% | $6,401+153.0% |
| Admin fee / account holder | $816 | $11,570-92.9% | $10,009-91.8% | $11,431-92.9% |