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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 | $220,524 | $180,462+22.2% | $154,111+43.1% | $135,379+62.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,959 | $6,036-51.0% | $5,298-44.1% | $4,779-38.1% |
| Participant deferral / active EE | $15,451 | $5,806+166.1% | $5,081+204.1% | $5,609+175.5% |
| Admin fee / account holder | $1,248 | $16,145-92.3% | $13,411-90.7% | $10,828-88.5% |