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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 | $115,654 | $202,440-42.9% | $169,390-31.7% | $139,466-17.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,268 | $4,693-51.7% | $4,013-43.5% | $4,754-52.3% |
| Participant deferral / active EE | $9,446 | $6,940+36.1% | $6,222+51.8% | $6,712+40.7% |
| Admin fee / account holder | $8,834 | $10,722-17.6% | $9,015-2.0% | $11,409-22.6% |