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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 | $160,548 | $88,672+81.1% | $105,223+52.6% | $82,448+94.7% |
| Participation rate | 96.5% | 67.9%+28.6pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,712 | $7,146+63.9% | $8,859+32.2% | $7,234+61.9% |