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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 | $59,017 | $138,114-57.3% | $125,391-52.9% | $134,545-56.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,048 | $5,246-41.9% | $4,816-36.7% | $4,742-35.7% |
| Participant deferral / active EE | $7,735 | $7,801-0.8% | $7,448+3.9% | $6,401+20.8% |
| Admin fee / account holder | $10,506 | $11,570-9.2% | $10,009+5.0% | $11,431-8.1% |