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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 | $129,898 | $138,114-5.9% | $125,391+3.6% | $134,545-3.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,542 | $5,246-51.5% | $4,816-47.2% | $4,742-46.4% |
| Participant deferral / active EE | $9,273 | $7,801+18.9% | $7,448+24.5% | $6,401+44.9% |
| Admin fee / account holder | $842 | $11,570-92.7% | $10,009-91.6% | $11,431-92.6% |