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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 | $120,238 | $95,975+25.3% | $74,552+61.3% | $135,382-11.2% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $8,213 | $2,716+202.4% | $1,961+318.8% | $4,779+71.9% |
| Participant deferral / active EE | $5,441 | $3,844+41.6% | $3,108+75.0% | $5,609-3.0% |
| Admin fee / account holder | $725 | $6,522-88.9% | $5,060-85.7% | $10,829-93.3% |