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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 | $92,903 | $138,075-32.7% | $123,552-24.8% | $135,379-31.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 0.16% | 153.70%-153.5pp | 119.20%-119.0pp | 519.79%-519.6pp |
| Employer contribution / active EE | $17,276 | $5,152+235.3% | $4,628+273.3% | $4,779+261.5% |
| Participant deferral / active EE | $3,054 | $6,800-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $286,736 | $10,917+2526.5% | $9,285+2988.3% | $10,828+2548.1% |