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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 | $151,009 | $180,459-16.3% | $154,108-2.0% | $135,380+11.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,124 | $6,035-64.8% | $5,298-59.9% | $4,779-55.6% |
| Participant deferral / active EE | $11,375 | $5,806+95.9% | $5,081+123.9% | $5,609+102.8% |
| Admin fee / account holder | $1,509 | $16,145-90.7% | $13,411-88.7% | $10,828-86.1% |