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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 | $112,022 | $165,399-32.3% | $149,745-25.2% | $158,982-29.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $6,693 | $5,105+31.1% | $4,646+44.1% | $4,763+40.5% |
| Participant deferral / active EE | $12,998 | $7,183+81.0% | $6,843+89.9% | $5,983+117.2% |
| Admin fee / account holder | $1,295 | $10,811-88.0% | $9,312-86.1% | $11,252-88.5% |