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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 | $134,972 | $138,076-2.2% | $123,553+9.2% | $135,380-0.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.24% | 153.70%-153.5pp | 119.21%-119.0pp | 519.81%-519.6pp |
| Employer contribution / active EE | $4,948 | $5,152-4.0% | $4,628+6.9% | $4,779+3.5% |
| Participant deferral / active EE | $7,238 | $6,800+6.4% | $6,426+12.6% | $5,609+29.0% |
| Admin fee / account holder | $31,278 | $10,917+186.5% | $9,284+236.9% | $10,828+188.9% |