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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 | $116,740 | $149,040-21.7% | $120,225-2.9% | $137,256-14.9% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 0.00% | 605.68%-605.7pp | 439.23%-439.2pp | 220.34%-220.3pp |
| Employer contribution / active EE | $25,055 | $4,350+476.0% | $3,475+620.9% | $4,156+502.9% |
| Participant deferral / active EE | $11,995 | $4,655+157.7% | $3,999+200.0% | $6,407+87.2% |
| Admin fee / account holder | $1,193 | $6,348-81.2% | $5,696-79.1% | $12,270-90.3% |