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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 | $75,040 | $138,114-45.7% | $125,391-40.2% | $134,545-44.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,644 | $5,246-49.6% | $4,816-45.1% | $4,742-44.2% |
| Participant deferral / active EE | $15,974 | $7,801+104.8% | $7,448+114.5% | $6,401+149.5% |
| Admin fee / account holder | $899 | $11,570-92.2% | $10,009-91.0% | $11,431-92.1% |