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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 | $162,529-28.2% | $130,788-10.7% | $154,746-24.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 0.00% | 510.48%-510.5pp | 386.44%-386.4pp | 172.34%-172.3pp |
| Employer contribution / active EE | $25,055 | $4,447+463.4% | $3,558+604.2% | $4,379+472.2% |
| Participant deferral / active EE | $11,995 | $4,808+149.5% | $4,137+189.9% | $6,730+78.2% |
| Admin fee / account holder | $1,193 | $7,669-84.4% | $6,673-82.1% | $14,365-91.7% |