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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 | $166,153 | $135,645+22.5% | $110,243+50.7% | $135,379+22.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | 1.93% | 513.24%-511.3pp | 314.76%-312.8pp | 519.79%-517.9pp |
| Employer contribution / active EE | $8,375 | $4,907+70.7% | $3,827+118.8% | $4,779+75.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,025 | $11,458-73.6% | $8,548-64.6% | $10,828-72.1% |