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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 | $88,217 | $138,102-36.1% | $125,381-29.6% | $134,532-34.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $6,300 | $5,245+20.1% | $4,815+30.8% | $4,741+32.9% |
| Participant deferral / active EE | $13,332 | $7,801+70.9% | $7,448+79.0% | $6,401+108.3% |
| Admin fee / account holder | $461 | $11,568-96.0% | $10,007-95.4% | $11,429-96.0% |